Compare · 2 funds side by side · dividends reinvested

AMAX and IVV

AMAXAdaptive ETFs×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

AMAX and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.4

Adaptive Hedged Multi-Asset Income ETFIncome · Dividend stocks1.37%12.67%+0.0%−0.3%+9.5%[…]−7.6%12.5%$72M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AMAX 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Adaptive Hedged Multi-Asset Income ETF · $72M[…]

AMAX

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AMAXMeasureIVV

+0.0%Year to dateJan 1 → Nov 6+8.7%

−0.3%1 yearTotal return+9.8%

+9.5%3 years · per year$10,000 became $13,143 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

1.37%Expense ratio$137 · $3 a year on $10k · lower is better0.03%

12.67%Trailing 12-mo yield$1,267 · $114 a year on $10k1.14%

−7.6%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer13.6%

AMAXIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMAX vs IVV: Top 5 Holdings

Today

AMAX

78.8%in top 5

IVV

in top 527.8%

AMAXStockIVV

23.1%TLTnot top 5

19.4%SPYnot top 5

15.3%IGLDnot top 5

11.4%MSTRnot top 5

9.5%CASHnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AMAX vs IVV Returns, Every Period

Adaptive ETFsAMAX

−0.3%

past year

IVViShares

+9.8%

past year

AMAXIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: AMAX vs IVV

YTD

Adaptive ETFsAMAX

+0.0%

IVViShares

+8.7%

+0.0%Year to date+8.7%

−7.6%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y13.6%

12.7%Yield1.1%

$72.4MAssets$850B

3–1AMAX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMAX, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

AMAX1.37%$137

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AMAX, IVV

12.67%highest, AMAX

FundTrailing yieldYield$10k

AMAX12.67%$1,267

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,130most kept, AMAX

AMAX$1,267 − $137 = $1,130

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AMAX, IVV

Today

0.0%most shared, AMAX and IVV

AMAXIVV

AMAX—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

AMAXWorst drop−7.6%12.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMAXIVV

+0.0%Year to date+8.7%

12.7%Yield1.1%

−0.3%Past year+9.8%

1.37%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026