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BDYN vs RXI

iShares Dynamic Equity Active ETF vs iShares Global Consumer Discretionary ETF

BDYN

iShares Dynamic Equity Active ETF

Annual cost

0.40%

Fund size

$2.9B

RXI

iShares Global Consumer Discretionary ETF

Annual cost

0.39%

Fund size

$273M

Key differences

BDYN is a mixed asset ETF, while RXI is an equity ETF. BDYN charges 0.40% a year and RXI 0.39%.

  • BDYN is a mixed asset fund, while RXI is an equity fund. They carry different risk/return profiles.
  • BDYN follows a active selection strategy; RXI uses index tracking.
  • BDYN is much larger than RXI. Larger funds are usually more liquid and less likely to close.
  • RXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BDYNRXI
Annual cost (TER)0.40%0.39%
Fund size (AUM)$2.9B$273M
Since20172006
Dividend yield0.91%1.58%
Asset classmixed assetequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+5.8%
CAGR 3YN/A+11.3%
CAGR 5YN/A+4.2%
Sharpe 3YN/A0.48
Volatility 1Y16.48%
Max drawdown-10.85%-35.78%

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

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