Screener
FLXR vs IYLD
TCW Flexible Income ETF vs iShares Morningstar Multi-Asset Income ETF
Key differences
FLXR is a fixed income ETF, while IYLD is a mixed asset ETF. FLXR charges 0.40% a year and IYLD 0.50%.
- FLXR is a fixed income fund, while IYLD is a mixed asset fund. They carry different risk/return profiles.
- FLXR costs 0.10% less per year.
- FLXR is much larger than IYLD. Larger funds are usually more liquid and less likely to close.
- IYLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FLXR | IYLD | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.50% |
| Fund size (AUM) | $3.2B | $128M |
| Since | 2018 | 2012 |
| Dividend yield | 5.71% | 4.56% |
| Asset class | fixed income | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.5% | +13.0% |
| CAGR 3Y | N/A | +10.7% |
| CAGR 5Y | N/A | +3.4% |
| Sharpe 3Y | N/A | 1.07 |
| Volatility 1Y | 2.28% | 5.82% |
| Max drawdown | -1.94% | -30.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.