Screener
ALTY vs JBND
Global X Alternative Income ETF vs Jpmorgan Active Bond ETF
Key differences
ALTY is an alternative ETF, while JBND is a fixed income ETF. ALTY charges 0.50% a year and JBND 0.25%.
- ALTY is an alternative fund, while JBND is a fixed income fund. They carry different risk/return profiles.
- ALTY follows a option income strategy; JBND uses active selection.
- JBND costs 0.25% less per year.
- JBND is much larger than ALTY. Larger funds are usually more liquid and less likely to close.
- ALTY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ALTY | JBND | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $44M | $8.1B |
| Since | 2015 | 2023 |
| Dividend yield | 7.37% | 4.35% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +15.4% | +4.9% |
| CAGR 3Y | +11.6% | N/A |
| CAGR 5Y | +5.5% | N/A |
| Sharpe 3Y | 0.88 | N/A |
| Volatility 1Y | 5.80% | 3.80% |
| Max drawdown | -51.47% | -4.48% |
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