Screener
ANEW vs RLY
ProShares MSCI Transformational Changes ETF vs State Street Multi-Asset Real Return ETF
Key differences
ANEW is an equity ETF, while RLY is a fixed income ETF. ANEW charges 0.45% a year and RLY 0.50%.
- ANEW is an equity fund, while RLY is a fixed income fund. They carry different risk/return profiles.
- ANEW follows a index tracking strategy; RLY uses active selection.
- RLY is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RLY has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ANEW | RLY | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.50% |
| Fund size (AUM) | $8M | $1.2B |
| Since | 2020 | 2012 |
| Dividend yield | 0.61% | 2.89% |
| Asset class | equity | fixed income |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.5% | +28.2% |
| CAGR 3Y | +13.6% | +14.7% |
| CAGR 5Y | +3.6% | +10.0% |
| Sharpe 3Y | 0.66 | 0.95 |
| Volatility 1Y | 13.48% | 10.33% |
| Max drawdown | -39.87% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.