Screener
RLY vs AMAX
State Street Multi-Asset Real Return ETF vs Adaptive Hedged Multi-Asset Income ETF
Key differences
- RLY costs 0.86% less per year.
- RLY is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- RLY is classified as mixed asset, while AMAX is alternative — different risk/return profiles.
- RLY follows a active selection strategy; AMAX uses option income.
- Over the last 3 years, RLY has delivered higher annualized returns.
Side-by-side comparison
| RLY | AMAX | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.36% |
| Fund size (AUM) | $1.2B | $60M |
| Since | 2012 | 2009 |
| Dividend yield | 2.84% | 10.63% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +33.0% | +11.8% |
| CAGR 3Y | +14.7% | +9.4% |
| CAGR 5Y | +10.7% | N/A |
| Sharpe 3Y | 0.95 | 0.59 |
| Volatility 1Y | 10.12% | 9.98% |
| Max drawdown | -34.17% | -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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