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ALTY vs DBND

Global X Alternative Income ETF vs DoubleLine Opportunistic Core Bond ETF

ALTY

Global X Alternative Income ETF

Annual cost

0.50%

Fund size

$44M

DBND

DoubleLine Opportunistic Core Bond ETF

Annual cost

0.45%

Fund size

$731M

Key differences

ALTY is an alternative ETF, while DBND is a fixed income ETF. ALTY charges 0.50% a year and DBND 0.45%.

  • ALTY is an alternative fund, while DBND is a fixed income fund. They carry different risk/return profiles.
  • ALTY follows a option income strategy; DBND uses active selection.
  • DBND 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

ALTYDBND
Annual cost (TER)0.50%0.45%
Fund size (AUM)$44M$731M
Since20152022
Dividend yield7.37%4.78%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+15.0%+4.5%
CAGR 3Y+11.3%+4.4%
CAGR 5Y+5.5%N/A
Sharpe 3Y0.860.17
Volatility 1Y5.80%3.26%
Max drawdown-51.47%-9.19%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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