AMAX vs IVV

AAMAX

BIVV

Measures won3–2AMAX wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SPY $17,358

Lowest cost0.03%IVV · $3 on $10k

Most income12.74%AMAX · $1,274 on $10k

Smallest drop−7.6%AMAX · worst fall in 1Y

Held in common0.0%AMAX and IVV

Adaptive Hedged Multi-Asset Income ETF · $72MiShares Core S&P 500 ETF · $875B

+9.1%3 years · per year$12,998 · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

1.37%Expense ratio$137 · $3 on $10k · lower wins0.03%

12.74%12-mo yield$1,274 · $111 on $10k

Cards for this view

AMAX

Adaptive Hedged Multi-Asset Income

[…]

IVV

iShares Core S&P 500

$17,414

MeasureAMAXIVV

Fee1.37%0.03%

Cost on $10k a year$137$3

Yield12.74%1.11%

5 years, per year[…]+11.7%

3 years, per year+9.1%+21.5%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y12.6%

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1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk	1.37%	12.74%	−1.4%	−0.6%	−1.3%	+9.1%	new	−7.6%	$72M

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1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk	1.37%	12.74%	−1.4%	−0.6%	−1.3%	+9.1%	new	−7.6%	$72M

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