Screener
ALTY vs CGCP
Global X Alternative Income ETF vs Capital Group Core Plus Income ETF
Key differences
ALTY is an alternative ETF, while CGCP is a fixed income ETF. ALTY charges 0.50% a year and CGCP 0.34%.
- ALTY is an alternative fund, while CGCP is a fixed income fund. They carry different risk/return profiles.
- ALTY follows a option income strategy; CGCP uses active selection.
- ALTY covers North America; CGCP covers global markets.
- CGCP costs 0.16% less per year.
- CGCP is much larger than ALTY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ALTY has delivered higher annualized returns.
- ALTY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ALTY | CGCP | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.34% |
| Fund size (AUM) | $44M | $7.9B |
| Since | 2015 | 2022 |
| Dividend yield | 7.37% | 5.14% |
| Asset class | alternative | fixed income |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | +15.0% | +5.5% |
| CAGR 3Y | +11.3% | +5.0% |
| CAGR 5Y | +5.5% | N/A |
| Sharpe 3Y | 0.86 | 0.28 |
| Volatility 1Y | 5.80% | 3.64% |
| Max drawdown | -51.47% | -15.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.