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ALTY vs SHYL

Global X Alternative Income ETF vs Xtrackers Short Duration High Yield Bond ETF

ALTY

Global X Alternative Income ETF

Annual cost

0.50%

Fund size

$44M

SHYL

Xtrackers Short Duration High Yield Bond ETF

Annual cost

0.20%

Fund size

$265M

Key differences

ALTY is an alternative ETF, while SHYL is a fixed income ETF. ALTY charges 0.50% a year and SHYL 0.20%.

  • ALTY is an alternative fund, while SHYL is a fixed income fund. They carry different risk/return profiles.
  • ALTY follows a option income strategy; SHYL uses index tracking.
  • SHYL costs 0.30% less per year.
  • SHYL 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

ALTYSHYL
Annual cost (TER)0.50%0.20%
Fund size (AUM)$44M$265M
Since20152018
Dividend yield7.37%6.92%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+15.4%+6.0%
CAGR 3Y+11.6%+8.4%
CAGR 5Y+5.5%+4.9%
Sharpe 3Y0.881.00
Volatility 1Y5.80%3.20%
Max drawdown-51.47%-19.26%

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

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