IWFG vs AMAX
Comparison between NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF) and ADAPTIVE HEDGED MULTI-ASSET INCOME ETF (AMAX, ETF).
IWFG vs AMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWFG
$63M
Winner
AMAX
$64M
Expense Ratio
Winner
IWFG
0.46%
AMAX
1.36%
Max Drawdown
Winner
IWFG
25.60%
AMAX
28.31%
Sharpe Ratio
IWFG
0.28
Winner
AMAX
0.52
5Y Beta
IWFG
1.21
Winner
AMAX
0.38
P/E Ratio
IWFG
34.58
AMAX
N/A
Forward P/E
IWFG
28.05
AMAX
N/A
PEG Ratio
IWFG
0.45
AMAX
N/A
5Y EPS CAGR
IWFG
36.35%
AMAX
N/A
Debt to Equity
IWFG
25.05%
AMAX
N/A
P/S Ratio
IWFG
8.26
AMAX
N/A
P/B Ratio
IWFG
12.76
AMAX
N/A
IWFG vs AMAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWFG
-0.70%
AMAX
-3.87%
3M
Winner
IWFG
+9.63%
AMAX
-0.71%
6M
IWFG
+0.03%
Winner
AMAX
+1.56%
1Y
IWFG
+6.86%
Winner
AMAX
+8.30%
5Y(CAGR)
IWFG
N/A
AMAX
+3.38%
Max(CAGR)
Winner
IWFG
+22.52%
AMAX
+3.38%
IWFG vs AMAX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IWFG | AMAX |
|---|---|---|
| 2026 | -0.10% | +2.58% |
| 2025 | +14.28% | +10.82% |
| 2024 | +39.97% | +10.07% |
| 2023 | +39.37% | +6.91% |
| 2022 | +3.75% | -12.46% |
| 2021 | N/A | -0.20% |
IWFG vs AMAX Drawdown Comparison
The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for AMAX was -16.26%, occurring on Oct 14, 2022. Recovery took 595 trading sessions.
The current IWFG drawdown is -5.51%. The current AMAX drawdown is -4.29%.
| Rank | IWFG | AMAX |
|---|---|---|
| #1 | -21.97% Jan 23, 2025 - Jun 6, 2025 | -16.26% Nov 17, 2021 - Apr 3, 2024 |
| #2 | -20.20% Oct 29, 2025 - Mar 30, 2026 | -9.26% Feb 19, 2025 - May 14, 2025 |
| #3 | -17.45% Aug 15, 2022 - Feb 2, 2023 | -7.51% Jan 28, 2026 - May 8, 2026 |
| #4 | -12.99% Jul 10, 2024 - Oct 11, 2024 | -5.73% Jul 17, 2024 - Aug 19, 2024 |
| #5 | -9.95% Jul 18, 2023 - Nov 14, 2023 | -5.47% May 11, 2026 - Jun 10, 2026 |
| #6 | -6.80% Mar 22, 2024 - May 15, 2024 | -5.38% Oct 20, 2025 - Jan 22, 2026 |
| #7 | -6.35% Feb 2, 2023 - Mar 31, 2023 | -3.54% Apr 3, 2024 - May 20, 2024 |
| #8 | -5.69% Dec 16, 2024 - Jan 23, 2025 | -2.95% Dec 11, 2024 - Jan 22, 2025 |
| #9 | -4.22% Jun 24, 2022 - Jul 19, 2022 | -2.23% Nov 8, 2024 - Dec 11, 2024 |
| #10 | -3.61% Sep 22, 2025 - Oct 24, 2025 | -2.01% Jan 31, 2025 - Feb 19, 2025 |
| #11 | -3.30% Dec 19, 2023 - Jan 10, 2024 | -2.00% Jan 22, 2025 - Jan 31, 2025 |
| #12 | -3.11% Oct 29, 2024 - Nov 6, 2024 | -1.89% Jun 13, 2025 - Jul 2, 2025 |
| #13 | -3.11% Jul 21, 2022 - Jul 27, 2022 | -1.69% May 20, 2025 - Jun 6, 2025 |
| #14 | -3.04% May 18, 2023 - May 26, 2023 | -1.62% May 20, 2024 - Jun 17, 2024 |
| #15 | -2.75% Jul 28, 2025 - Aug 28, 2025 | -1.62% Jun 20, 2024 - Jul 9, 2024 |
Correlation
Correlation between IWFG and AMAX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2021 - 2026)
IWFG vs AMAX dividend yield comparison.
| Year | IWFG | AMAX |
|---|---|---|
| 2026 | 0.00% | 5.18% |
| 2025 | 0.00% | 9.19% |
| 2024 | 5.44% | 7.36% |
| 2023 | 1.01% | 6.99% |
| 2022 | 0.05% | 11.22% |
| 2021 | 0.00% | 1.00% |
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