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ALTY vs SHYM

Global X Alternative Income ETF vs iShares Short Duration High Yield Muni Active ETF

ALTY

Global X Alternative Income ETF

Annual cost

0.50%

Fund size

$44M

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

ALTY is an alternative ETF, while SHYM is a fixed income ETF.

  • ALTY is an alternative fund, while SHYM is a fixed income fund. They carry different risk/return profiles.
  • ALTY follows a option income strategy; SHYM uses active selection.
  • Over the last three years, ALTY has delivered higher annualized returns.

Side-by-side comparison

ALTYSHYM
Annual cost (TER)0.50%
Fund size (AUM)$44M
Since2015
Dividend yield7.37%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+15.4%+4.8%
CAGR 3Y+11.6%+5.8%
CAGR 5Y+5.5%+1.1%
Sharpe 3Y0.880.35
Volatility 1Y5.80%2.97%
Max drawdown-51.47%-22.55%

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

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