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XV vs AMAX

Simplify Target 15 Distribution ETF vs Adaptive Hedged Multi-Asset Income ETF

XV

Simplify Target 15 Distribution ETF

Annual cost

0.75%

Fund size

$60M

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$60M

Key differences

  • XV costs 0.61% less per year.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XVAMAX
Annual cost (TER)0.75%1.36%
Fund size (AUM)$60M$60M
Since20252009
Dividend yield13.61%10.63%
Asset classalternativealternative
Region
Strategyoption incomeoption income
CAGR 1Y+16.3%+12.5%
CAGR 3YN/A+9.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.60
Volatility 1Y9.43%10.01%
Max drawdown-5.73%-16.25%

Similar to XV and AMAX