Screener
ALTY vs CGMS
Global X Alternative Income ETF vs Capital Group U.S. Multi-Sector Income ETF
Key differences
ALTY is an alternative ETF, while CGMS is a fixed income ETF. ALTY charges 0.50% a year and CGMS 0.39%.
- ALTY is an alternative fund, while CGMS is a fixed income fund. They carry different risk/return profiles.
- ALTY follows a option income strategy; CGMS uses index tracking.
- CGMS costs 0.11% less per year.
- CGMS 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 | CGMS | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.39% |
| Fund size (AUM) | $44M | $4.9B |
| Since | 2015 | 2022 |
| Dividend yield | 7.37% | 6.08% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +15.0% | +6.5% |
| CAGR 3Y | +11.3% | +7.9% |
| CAGR 5Y | +5.5% | N/A |
| Sharpe 3Y | 0.86 | 0.88 |
| Volatility 1Y | 5.80% | 3.44% |
| Max drawdown | -51.47% | -4.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.