Screener
FXED vs YLDE
Sound Enhanced Fixed Income ETF vs Franklin ClearBridge Enhanced Income ETF
Key differences
FXED is a fixed income ETF, while YLDE is an alternative ETF. FXED charges 1.89% a year and YLDE 0.48%.
- FXED is a fixed income fund, while YLDE is an alternative fund. They carry different risk/return profiles.
- FXED follows a active selection strategy; YLDE uses option income.
- YLDE costs 1.41% less per year.
- YLDE is much larger than FXED. Larger funds are usually more liquid and less likely to close.
- Over the last three years, YLDE has delivered higher annualized returns.
Side-by-side comparison
| FXED | YLDE | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.48% |
| Fund size (AUM) | $40M | $158M |
| Since | 2020 | 2017 |
| Dividend yield | 7.10% | 6.86% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +4.5% | +15.6% |
| CAGR 3Y | +6.6% | +15.1% |
| CAGR 5Y | +2.3% | +9.9% |
| Sharpe 3Y | 0.38 | 0.99 |
| Volatility 1Y | 6.85% | 9.43% |
| Max drawdown | -20.07% | -33.23% |
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