Screener
FORH vs AMAX
Formidable ETF vs Adaptive Hedged Multi-Asset Income ETF
Key differences
Both FORH and AMAX are alternative ETFs. FORH charges 1.19% a year and AMAX 1.36%. The main difference: FORH costs 0.17% less per year.
- FORH costs 0.17% less per year.
- AMAX is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AMAX has delivered higher annualized returns.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | AMAX | |
|---|---|---|
| Annual cost (TER) | 1.19% | 1.36% |
| Fund size (AUM) | $20M | $64M |
| Since | 2021 | 2009 |
| Dividend yield | 1.73% | 10.96% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | option income |
| CAGR 1Y | +9.5% | +8.9% |
| CAGR 3Y | +3.3% | +8.3% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.06 | 0.49 |
| Volatility 1Y | 16.05% | 10.31% |
| Max drawdown | -20.73% | -16.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.