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YYY vs AMAX

Amplify CEF High Income ETF vs Adaptive Hedged Multi-Asset Income ETF

YYY

Amplify CEF High Income ETF

Annual cost

3.23%

Fund size

$734M

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$64M

Key differences

YYY is an equity ETF, while AMAX is an alternative ETF. YYY charges 3.23% a year and AMAX 1.36%.

  • YYY is an equity fund, while AMAX is an alternative fund. They carry different risk/return profiles.
  • YYY follows a index tracking strategy; AMAX uses option income.
  • AMAX costs 1.87% less per year.
  • YYY is much larger than AMAX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, YYY has delivered higher annualized returns.

Side-by-side comparison

YYYAMAX
Annual cost (TER)3.23%1.36%
Fund size (AUM)$734M$64M
Since20122009
Dividend yield12.49%10.96%
Asset classequityalternative
Regionnorth america
Strategyindex trackingoption income
CAGR 1Y+10.5%+10.2%
CAGR 3Y+12.4%+8.5%
CAGR 5Y+2.9%N/A
Sharpe 3Y0.830.50
Volatility 1Y8.67%10.24%
Max drawdown-42.52%-16.25%

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

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