Compare · 2 funds side by side · dividends reinvested

AMAX and IVV

AMAXAdaptive ETFs×IVViShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265IVV · best of the two

Story of the two · IncomeMost incomeAMAX · 12.92% · $1,292 a year on $10k

Story of the two · RiskSmallest drop

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%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.4

Adaptive Hedged Multi-Asset Income ETFIncome · Dividend stocks1.37%12.92%−2.0%−3.3%+8.4%[…]−8.4%12.6%$70M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: AMAX 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Adaptive Hedged Multi-Asset Income ETF · $70M[…]

AMAX

IVV

iShares Core S&P 500 ETF · $875B$17,265

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

AMAXMeasureIVV

−2.0%

More Ways to See the Pairs

AMAX vs IVV: Top 5 Holdings

Today

AMAX

78.8%in top 5

IVV

in top 526.8%

AMAXStockIVV

22.8%TLTnot top 5

20.4%SPYnot top 5

14.9%IGLDnot top 5

10.4%CASHnot top 5

10.3%MSTRnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: AMAX, IVV

1Y

12.92%highest, AMAX

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 13

+11.5%

−3.3%1 yearTotal return+11.6%

+8.4%3 years · per year$10,000 became $12,722 · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

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

12.92%Trailing 12-mo yield$1,292 · $111 a year on $10k1.11%

−8.4%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.8%

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

3–4IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

AMAX vs IVV Returns, Every Period

1Y

Adaptive ETFsAMAX

−3.3%

past year

IVViShares

+11.6%

past year

AMAXIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Core: AMAX vs IVV

YTD

Adaptive ETFsAMAX

−2.0%

IVViShares

+11.5%

−2.0%Year to date+11.5%

−8.4%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.8%

12.9%Yield1.1%

$70.5MAssets$875B

3–1AMAX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

AMAX12.92%$1,292

IVV1.11%$111

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,155most kept, AMAX

AMAX$1,292 − $137 = $1,155

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%IVV, at 13.8% volatility

AMAXWorst drop−8.4%12.6% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

AMAXIVV

−2.0%Year to date+11.5%

12.9%Yield1.1%

−3.3%Past year+11.6%

1.37%Fee0.03%

3–1IVV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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AMAX and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two