Compare AMAX and USOY

AMAX and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$73M1.3

Adaptive Hedged Multi-Asset Income ETFIncome · Dividend stocks1.37%12.67%+0.0%−0.3%+9.8%[…]−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 5, 2026 · returns include dividends · since: AMAX 2009 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

AMAX

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

AMAXMeasureUSOY

+0.0%Year to dateJan 1 → Nov 5+60.8%

−0.3%1 yearTotal return+59.4%

+9.8%3 years · per year$10,000 became $13,241 · […][…]

[…]5 years · per year[…]

1.37%Expense ratio$137 · $112 a year on $10k · lower is better1.12%

12.67%Trailing 12-mo yield$1,267 · $5,464 a year on $10k54.64%

−7.6%Worst dropSmaller is better−25.5%

12.5%VolatilityLower is calmer39.0%

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

2–4USOY wins

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

More Ways to See the Pairs

AMAX vs USOY: Top 5 Holdings

Today

AMAX

79.7%in top 5

USOY

in top 5[…]

AMAXStockUSOY

22.4%TLTnot top 5

19.8%SPYnot top 5

14.8%IGLDnot top 5

12.3%MSTRnot top 5

10.4%CASHnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

AMAX vs USOY Returns, Every Period

1Y

Adaptive ETFsAMAX

−0.3%

past year

USOYDefiance

+59.4%

past year

AMAXUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AMAX vs USOY

YTD

Adaptive ETFsAMAX

+0.0%

USOYDefiance

+60.8%

+0.0%Year to date+60.8%

−7.6%Worst drop · 1Y−25.5%

12.5%Volatility · 1Y39.0%

12.7%Yield54.6%

$72.4MAssets$72.6M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMAX, USOY

Today

1.12%lowest, USOY

FundExpense ratioFee$10k

USOY1.12%$112

AMAX1.37%$137

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AMAX, USOY

1Y

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

AMAX12.67%$1,267

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

AMAX$1,267 − $137 = $1,130

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AMAX, USOY

Today

[…]holdings […]

AMAXUSOY

AMAX—[…]

USOY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+59.4%USOY, at 39.0% volatility

AMAXWorst drop−7.6%12.5% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USOYAMAX

+60.8%Year to date+0.0%

54.6%Yield12.7%

+59.4%Past year−0.3%

1.12%Fee1.37%

4–0USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026