Screener
DEFR vs NYM
Aptus Deferred Income ETF vs AB New York Intermediate Municipal ETF
Key differences
DEFR is an alternative ETF, while NYM is a fixed income ETF. DEFR charges 0.79% a year and NYM 0.27%.
- DEFR is an alternative fund, while NYM is a fixed income fund. They carry different risk/return profiles.
- DEFR follows a option income strategy; NYM uses active selection.
- NYM costs 0.52% less per year.
- NYM is much larger than DEFR. Larger funds are usually more liquid and less likely to close.
- NYM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DEFR | NYM | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.27% |
| Fund size (AUM) | $122M | $1.3B |
| Since | 2025 | 1989 |
| Dividend yield | 0.00% | 2.77% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +5.2% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 5.17% | — |
| Max drawdown | -3.90% | -1.76% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.