Screener
MFUL vs AMAX
Mindful Conservative ETF vs Adaptive Hedged Multi-Asset Income ETF
Key differences
- AMAX costs 0.12% less per year.
- AMAX is significantly larger than MFUL — larger funds tend to be more liquid and less likely to close.
- MFUL is classified as mixed asset, while AMAX is alternative — different risk/return profiles.
- MFUL 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
| MFUL | AMAX | |
|---|---|---|
| Annual cost (TER) | 1.48% | 1.36% |
| Fund size (AUM) | $8M | $60M |
| Since | 2021 | 2009 |
| Dividend yield | 3.05% | 10.63% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +7.4% | +11.8% |
| CAGR 3Y | +4.7% | +9.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.29 | 0.59 |
| Volatility 1Y | 3.94% | 9.98% |
| Max drawdown | -16.41% | -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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