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XXV vs AMAX

Simplify Ancorato Target 25 Distribution ETF vs Adaptive Hedged Multi-Asset Income ETF

XXV

Simplify Ancorato Target 25 Distribution ETF

Annual cost

0.85%

Fund size

$52M

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$60M

Key differences

  • XXV costs 0.51% less per year.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XXVAMAX
Annual cost (TER)0.85%1.36%
Fund size (AUM)$52M$60M
Since20252009
Dividend yield10.63%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1YN/A+12.5%
CAGR 3YN/A+9.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.60
Volatility 1Y10.01%
Max drawdown-8.90%-16.25%

Similar to XXV and AMAX