Screener
ALTY vs JPLD
Global X Alternative Income ETF vs Limited Duration Bond ETF
Key differences
ALTY is an alternative ETF, while JPLD is a fixed income ETF. ALTY charges 0.50% a year and JPLD 0.24%.
- ALTY is an alternative fund, while JPLD is a fixed income fund. They carry different risk/return profiles.
- ALTY follows a option income strategy; JPLD uses index tracking.
- JPLD costs 0.26% less per year.
- JPLD is much larger than ALTY. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ALTY | JPLD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.24% |
| Fund size (AUM) | $44M | $3.8B |
| Since | 2015 | 1993 |
| Dividend yield | 7.37% | 4.21% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +15.4% | +4.6% |
| CAGR 3Y | +11.6% | N/A |
| CAGR 5Y | +5.5% | N/A |
| Sharpe 3Y | 0.88 | N/A |
| Volatility 1Y | 5.80% | 1.47% |
| Max drawdown | -51.47% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.