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ALTY vs FIAX

Global X Alternative Income ETF vs Nicholas Fixed Income Alternative ETF

ALTY

Global X Alternative Income ETF

Annual cost

0.50%

Fund size

$44M

FIAX

Nicholas Fixed Income Alternative ETF

Annual cost

0.97%

Fund size

$133M

Key differences

ALTY is an alternative ETF, while FIAX is a fixed income ETF. ALTY charges 0.50% a year and FIAX 0.97%.

  • ALTY is an alternative fund, while FIAX is a fixed income fund. They carry different risk/return profiles.
  • ALTY costs 0.47% less per year.
  • FIAX 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

ALTYFIAX
Annual cost (TER)0.50%0.97%
Fund size (AUM)$44M$133M
Since20152022
Dividend yield7.37%8.16%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+15.0%+4.6%
CAGR 3Y+11.3%+3.4%
CAGR 5Y+5.5%N/A
Sharpe 3Y0.86-0.02
Volatility 1Y5.80%4.12%
Max drawdown-51.47%-6.26%

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

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