Screener
EFAA vs ALTY
Invesco MSCI EAFE Income Advantage ETF vs Global X Alternative Income ETF
Key differences
Both EFAA and ALTY are alternative ETFs. EFAA charges 0.39% a year and ALTY 0.50%. The main difference: EFAA follows a index tracking strategy; ALTY uses option income.
- EFAA follows a index tracking strategy; ALTY uses option income.
- EFAA covers global markets excluding the US; ALTY covers North America.
- EFAA costs 0.11% less per year.
- EFAA is much larger than ALTY. Larger funds are usually more liquid and less likely to close.
- ALTY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFAA | ALTY | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.50% |
| Fund size (AUM) | $505M | $44M |
| Since | 2024 | 2015 |
| Dividend yield | 8.11% | 7.37% |
| Asset class | alternative | alternative |
| Region | global ex us | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +18.6% | +15.4% |
| CAGR 3Y | N/A | +11.5% |
| CAGR 5Y | N/A | +5.5% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 12.46% | 5.82% |
| Max drawdown | -11.97% | -51.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.