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ADME vs. ARB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ADME vs. ARB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Drawdown Managed Equity ETF (ADME) and AltShares Merger Arbitrage ETF (ARB). The values are adjusted to include any dividend payments, if applicable.

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ADME vs. ARB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ADME
Aptus Drawdown Managed Equity ETF
-3.52%10.28%22.11%15.42%-21.80%20.24%18.73%
ARB
AltShares Merger Arbitrage ETF
0.86%6.05%4.07%3.85%2.67%3.16%3.78%

Returns By Period

In the year-to-date period, ADME achieves a -3.52% return, which is significantly lower than ARB's 0.86% return.


ADME

1D
2.21%
1M
-4.50%
YTD
-3.52%
6M
-2.99%
1Y
11.79%
3Y*
13.26%
5Y*
6.59%
10Y*

ARB

1D
0.34%
1M
0.65%
YTD
0.86%
6M
1.58%
1Y
4.27%
3Y*
5.50%
5Y*
4.12%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ADME vs. ARB - Expense Ratio Comparison

ADME has a 0.79% expense ratio, which is lower than ARB's 0.87% expense ratio.


Return for Risk

ADME vs. ARB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADME
ADME Risk / Return Rank: 5252
Overall Rank
ADME Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
ADME Sortino Ratio Rank: 4949
Sortino Ratio Rank
ADME Omega Ratio Rank: 4949
Omega Ratio Rank
ADME Calmar Ratio Rank: 5555
Calmar Ratio Rank
ADME Martin Ratio Rank: 5858
Martin Ratio Rank

ARB
ARB Risk / Return Rank: 8787
Overall Rank
ARB Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
ARB Sortino Ratio Rank: 8585
Sortino Ratio Rank
ARB Omega Ratio Rank: 8080
Omega Ratio Rank
ARB Calmar Ratio Rank: 9393
Calmar Ratio Rank
ARB Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADME vs. ARB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Drawdown Managed Equity ETF (ADME) and AltShares Merger Arbitrage ETF (ARB). 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.


ADMEARBDifference

Sharpe ratio

Return per unit of total volatility

0.85

1.54

-0.69

Sortino ratio

Return per unit of downside risk

1.28

2.23

-0.95

Omega ratio

Gain probability vs. loss probability

1.18

1.30

-0.12

Calmar ratio

Return relative to maximum drawdown

1.35

3.50

-2.15

Martin ratio

Return relative to average drawdown

5.54

17.20

-11.66

ADME vs. ARB - Sharpe Ratio Comparison

The current ADME Sharpe Ratio is 0.85, which is lower than the ARB Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of ADME and ARB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ADMEARBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

1.54

-0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.95

-0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.94

-0.41

Correlation

The correlation between ADME and ARB is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ADME vs. ARB - Dividend Comparison

ADME's dividend yield for the trailing twelve months is around 0.42%, less than ARB's 0.43% yield.


TTM2025202420232022202120202019201820172016
ADME
Aptus Drawdown Managed Equity ETF
0.42%0.38%0.47%0.78%0.73%0.26%0.41%0.70%0.86%0.32%0.69%
ARB
AltShares Merger Arbitrage ETF
0.43%0.43%1.12%0.00%4.18%0.00%2.87%0.00%0.00%0.00%0.00%

Drawdowns

ADME vs. ARB - Drawdown Comparison

The maximum ADME drawdown since its inception was -27.49%, which is greater than ARB's maximum drawdown of -5.60%. Use the drawdown chart below to compare losses from any high point for ADME and ARB.


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Drawdown Indicators


ADMEARBDifference

Max Drawdown

Largest peak-to-trough decline

-27.49%

-5.60%

-21.89%

Max Drawdown (1Y)

Largest decline over 1 year

-8.99%

-1.20%

-7.79%

Max Drawdown (5Y)

Largest decline over 5 years

-23.43%

-5.60%

-17.83%

Current Drawdown

Current decline from peak

-5.44%

0.00%

-5.44%

Average Drawdown

Average peak-to-trough decline

-8.05%

-0.96%

-7.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

0.26%

+1.93%

Volatility

ADME vs. ARB - Volatility Comparison

Aptus Drawdown Managed Equity ETF (ADME) has a higher volatility of 4.03% compared to AltShares Merger Arbitrage ETF (ARB) at 0.96%. This indicates that ADME's price experiences larger fluctuations and is considered to be riskier than ARB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADMEARBDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.03%

0.96%

+3.07%

Volatility (6M)

Calculated over the trailing 6-month period

7.59%

2.01%

+5.58%

Volatility (1Y)

Calculated over the trailing 1-year period

13.91%

2.79%

+11.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.88%

4.37%

+8.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.45%

4.41%

+10.04%