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EMPB vs AMAX

Efficient Market Portfolio Plus ETF vs Adaptive Hedged Multi-Asset Income ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

Key differences

  • AMAX costs 0.85% less per year.
  • AMAX is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB 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

EMPBAMAX
Annual cost (TER)2.21%1.36%
Fund size (AUM)$18M$60M
Since20242009
Dividend yield0.82%10.63%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+21.5%+11.8%
CAGR 3YN/A+9.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.59
Volatility 1Y11.41%9.98%
Max drawdown-7.55%-16.25%

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

Similar to EMPB and AMAX