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ALTY vs RLY

Global X Alternative Income ETF vs State Street Multi-Asset Real Return ETF

ALTY

Global X Alternative Income ETF

Global X Funds

Annual cost

0.50%

Fund size

$45M

RLY

State Street Multi-Asset Real Return ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$1.2B

Key differences

  • RLY is significantly larger than ALTY — larger funds tend to be more liquid and less likely to close.
  • ALTY is classified as alternative, while RLY is mixed asset — different risk/return profiles.
  • ALTY follows a option income strategy; RLY uses active selection.
  • Over the last 3 years, RLY has delivered higher annualized returns.

Side-by-side comparison

ALTYRLY
Annual cost (TER)0.50%0.50%
Fund size (AUM)$45M$1.2B
Since20152012
Dividend yield7.29%2.84%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+17.6%+31.7%
CAGR 3Y+11.8%+14.5%
CAGR 5Y+6.2%+11.0%
Sharpe 3Y0.910.94
Volatility 1Y5.81%10.08%
Max drawdown-51.47%-34.17%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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