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EZRO vs RLY

Alphadroid Defensive Sector Rotation ETF vs State Street Multi-Asset Real Return ETF

EZRO

Alphadroid Defensive Sector Rotation ETF

Annual cost

1.01%

Fund size

$35M

RLY

State Street Multi-Asset Real Return ETF

Annual cost

0.50%

Fund size

$1.2B

Key differences

EZRO is an equity ETF, while RLY is a fixed income ETF. EZRO charges 1.01% a year and RLY 0.50%.

  • EZRO is an equity fund, while RLY is a fixed income fund. They carry different risk/return profiles.
  • EZRO follows a index tracking strategy; RLY uses active selection.
  • RLY costs 0.51% less per year.
  • RLY is much larger than EZRO. Larger funds are usually more liquid and less likely to close.
  • RLY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EZRORLY
Annual cost (TER)1.01%0.50%
Fund size (AUM)$35M$1.2B
Since20252012
Dividend yield2.89%
Asset classequityfixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+28.2%
CAGR 3YN/A+14.7%
CAGR 5YN/A+10.0%
Sharpe 3YN/A0.95
Volatility 1Y10.33%
Max drawdown-11.57%-34.17%

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

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