AAAA vs. MFUL
AAAA (Amplius Aggressive Asset Allocation ETF) and MFUL (Mindful Conservative ETF) are both Diversified Portfolio funds. Both are actively managed. Their correlation of 0.88 suggests significant overlap in exposure. AAAA charges 0.49%/yr vs 1.10%/yr for MFUL.
Performance
AAAA vs. MFUL - Performance Comparison
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Returns By Period
In the year-to-date period, AAAA achieves a 12.38% return, which is significantly higher than MFUL's 3.28% return.
AAAA
- 1D
- -0.56%
- 1M
- 5.11%
- YTD
- 12.38%
- 6M
- 12.67%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MFUL
- 1D
- -0.28%
- 1M
- 1.45%
- YTD
- 3.28%
- 6M
- 3.33%
- 1Y
- 7.13%
- 3Y*
- 4.96%
- 5Y*
- —
- 10Y*
- —
AAAA vs. MFUL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 12.38% | 9.90% |
MFUL Mindful Conservative ETF | 3.28% | 2.20% |
Correlation
The correlation between AAAA and MFUL is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 17, 2025 | 0.88 |
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Return for Risk
AAAA vs. MFUL — Risk / Return Rank
AAAA
MFUL
AAAA vs. MFUL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplius Aggressive Asset Allocation ETF (AAAA) and Mindful Conservative ETF (MFUL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| AAAA | MFUL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.41 | 0.01 | +2.41 |
Drawdowns
AAAA vs. MFUL - Drawdown Comparison
The maximum AAAA drawdown since its inception was -7.83%, smaller than the maximum MFUL drawdown of -16.41%. Use the drawdown chart below to compare losses from any high point for AAAA and MFUL.
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Drawdown Indicators
| AAAA | MFUL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.83% | -16.41% | +8.58% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.36% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -4.74% | — |
Current DrawdownCurrent decline from peak | -0.56% | -0.46% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -0.99% | -9.50% | +8.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.87% | — |
Volatility
AAAA vs. MFUL - Volatility Comparison
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Volatility by Period
| AAAA | MFUL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.46% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.25% | 3.93% | +7.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.25% | 4.24% | +7.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.25% | 4.24% | +7.01% |
AAAA vs. MFUL - Expense Ratio Comparison
AAAA has a 0.49% expense ratio, which is lower than MFUL's 1.10% expense ratio.
Dividends
AAAA vs. MFUL - Dividend Comparison
AAAA's dividend yield for the trailing twelve months is around 0.79%, less than MFUL's 3.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 0.79% | 0.79% | 0.00% | 0.00% | 0.00% |
MFUL Mindful Conservative ETF | 3.01% | 3.31% | 2.59% | 5.00% | 0.29% |
Frequently Asked Questions
AAAA and MFUL have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AAAA is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AAAA is cheaper with a 0.49% expense ratio, compared with 1.10% for MFUL.
MFUL has the higher dividend yield at 3.01%, compared with 0.79% for AAAA.
They also come from different issuers: Amplius and Mohr Funds. Their fees differ too: 0.49% for AAAA and 1.10% for MFUL.
Find the right allocation for AAAA and MFUL
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