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ISBG vs AMAX

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs Adaptive Hedged Multi-Asset Income ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$64M

Key differences

Both ISBG and AMAX are alternative ETFs. ISBG charges 1.14% a year and AMAX 1.36%. The main difference: ISBG follows a active selection strategy; AMAX uses option income.

  • ISBG follows a active selection strategy; AMAX uses option income.
  • ISBG costs 0.22% less per year.
  • AMAX is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISBGAMAX
Annual cost (TER)1.14%1.36%
Fund size (AUM)$5M$64M
Since20262009
Dividend yield10.96%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1YN/A+9.1%
CAGR 3YN/A+8.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.50
Volatility 1Y10.26%
Max drawdown-49.42%-16.25%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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