Screener
ALTY vs JPIB
Global X Alternative Income ETF vs JPMorgan International Bond Opportunities ETF
Key differences
ALTY is an alternative ETF, while JPIB is a fixed income ETF. ALTY charges 0.50% a year and JPIB 0.50%.
- ALTY is an alternative fund, while JPIB is a fixed income fund. They carry different risk/return profiles.
- ALTY follows a option income strategy; JPIB uses index tracking.
- ALTY covers North America; JPIB covers global markets excluding the US.
- JPIB 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.
Side-by-side comparison
| ALTY | JPIB | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.50% |
| Fund size (AUM) | $44M | $2.0B |
| Since | 2015 | 2017 |
| Dividend yield | 7.37% | 5.03% |
| Asset class | alternative | fixed income |
| Region | north america | global ex us |
| Strategy | option income | index tracking |
| CAGR 1Y | +15.4% | +4.4% |
| CAGR 3Y | +11.6% | +5.6% |
| CAGR 5Y | +5.5% | +2.7% |
| Sharpe 3Y | 0.88 | 0.51 |
| Volatility 1Y | 5.80% | 3.53% |
| Max drawdown | -51.47% | -13.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.