Screener
FLXR vs MDIV
TCW Flexible Income ETF vs Multi-Asset Diversified Income Index Fund
Key differences
FLXR is a fixed income ETF, while MDIV is a mixed asset ETF. FLXR charges 0.40% a year and MDIV 0.71%.
- FLXR is a fixed income fund, while MDIV is a mixed asset fund. They carry different risk/return profiles.
- FLXR covers global markets; MDIV covers North America.
- FLXR costs 0.31% less per year.
- FLXR is much larger than MDIV. Larger funds are usually more liquid and less likely to close.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FLXR | MDIV | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.71% |
| Fund size (AUM) | $3.2B | $411M |
| Since | 2018 | 2012 |
| Dividend yield | 5.71% | 6.38% |
| Asset class | fixed income | mixed asset |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.5% | +11.9% |
| CAGR 3Y | N/A | +12.2% |
| CAGR 5Y | N/A | +6.0% |
| Sharpe 3Y | N/A | 0.93 |
| Volatility 1Y | 2.28% | 6.76% |
| Max drawdown | -1.94% | -48.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.