Screener
EFAA vs YLDE
Invesco MSCI EAFE Income Advantage ETF vs Franklin ClearBridge Enhanced Income ETF
Key differences
Both EFAA and YLDE are alternative ETFs. EFAA charges 0.39% a year and YLDE 0.48%. The main difference: EFAA follows a index tracking strategy; YLDE uses option income.
- EFAA follows a index tracking strategy; YLDE uses option income.
- EFAA covers global markets excluding the US; YLDE covers North America.
- EFAA costs 0.09% less per year.
- EFAA is much larger than YLDE. Larger funds are usually more liquid and less likely to close.
- YLDE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFAA | YLDE | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.48% |
| Fund size (AUM) | $505M | $158M |
| Since | 2024 | 2017 |
| Dividend yield | 8.11% | 6.86% |
| Asset class | alternative | alternative |
| Region | global ex us | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +15.2% | +14.7% |
| CAGR 3Y | N/A | +14.9% |
| CAGR 5Y | N/A | +9.8% |
| Sharpe 3Y | N/A | 0.97 |
| Volatility 1Y | 12.19% | 9.39% |
| Max drawdown | -11.97% | -33.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.