Screener
IG vs AMAX
Principal Investment Grade Corporate ETF vs Adaptive Hedged Multi-Asset Income ETF
Key differences
- IG costs 1.17% less per year.
- IG is classified as fixed income, while AMAX is alternative — different risk/return profiles.
- IG follows a active selection strategy; AMAX uses option income.
- Over the last 3 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
| IG | AMAX | |
|---|---|---|
| Annual cost (TER) | 0.19% | 1.36% |
| Fund size (AUM) | $179M | $60M |
| Since | 2018 | 2009 |
| Dividend yield | 5.06% | 10.63% |
| Asset class | fixed income | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +7.2% | +12.5% |
| CAGR 3Y | +5.5% | +9.4% |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.32 | 0.60 |
| Volatility 1Y | 4.81% | 10.01% |
| Max drawdown | -23.17% | -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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