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NDAA vs AAAA

Ned Davis Research 360 Dynamic Allocation ETF vs Amplius Aggressive Asset Allocation ETF

NDAA

Ned Davis Research 360 Dynamic Allocation ETF

Annual cost

0.65%

Fund size

$5M

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

Key differences

NDAA is an alternative ETF, while AAAA is a mixed asset ETF. NDAA charges 0.65% a year and AAAA 0.49%.

  • NDAA is an alternative fund, while AAAA is a mixed asset fund. They carry different risk/return profiles.
  • AAAA costs 0.16% less per year.
  • AAAA is much larger than NDAA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NDAAAAAA
Annual cost (TER)0.65%0.49%
Fund size (AUM)$5M$281M
Since20242025
Dividend yield2.44%
Asset classalternativemixed asset
Regionnorth america
Strategytactical allocationtactical allocation
CAGR 1Y+22.4%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.20%
Max drawdown-13.50%-7.83%

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

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