Screener
IYLD vs BRTR
iShares Morningstar Multi-Asset Income ETF vs iShares Total Return Active ETF
Key differences
IYLD is a mixed asset ETF, while BRTR is a fixed income ETF. IYLD charges 0.50% a year and BRTR 0.38%.
- IYLD is a mixed asset fund, while BRTR is a fixed income fund. They carry different risk/return profiles.
- IYLD follows a index tracking strategy; BRTR uses active selection.
- IYLD covers global markets; BRTR covers North America.
- BRTR costs 0.12% less per year.
- BRTR 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
| IYLD | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.38% |
| Fund size (AUM) | $128M | $663M |
| Since | 2012 | 2023 |
| Dividend yield | 4.56% | 4.65% |
| Asset class | mixed asset | fixed income |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +13.5% | +5.6% |
| CAGR 3Y | +10.6% | N/A |
| CAGR 5Y | +3.4% | N/A |
| Sharpe 3Y | 1.06 | N/A |
| Volatility 1Y | 5.88% | 3.64% |
| Max drawdown | -30.23% | -5.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.