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DINE vs AMAX

Simplify Tax Aware Diversified Income Strategy ETF vs Adaptive Hedged Multi-Asset Income ETF

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

Key differences

  • DINE costs 1.21% less per year.
  • DINE is classified as equity, while AMAX is alternative — different risk/return profiles.
  • DINE follows a active selection strategy; AMAX uses option income.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DINEAMAX
Annual cost (TER)0.15%1.36%
Fund size (AUM)$60M
Since20262009
Dividend yield10.63%
Asset classequityalternative
Regionemerging markets
Strategyactive selectionoption income
CAGR 1YN/A+12.5%
CAGR 3YN/A+9.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.60
Volatility 1Y10.01%
Max drawdown-0.80%-16.25%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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