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IYLD vs MSTI
iShares Morningstar Multi-Asset Income ETF vs Madison Short-Term Strategic Income ETF
Key differences
- MSTI costs 0.14% less per year.
- IYLD is classified as mixed asset, while MSTI is fixed income — different risk/return profiles.
- IYLD follows a active selection strategy; MSTI uses index tracking.
- IYLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYLD | MSTI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.36% |
| Fund size (AUM) | $129M | $51M |
| Since | 2012 | 2023 |
| Dividend yield | 4.55% | 5.35% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.3% | +4.6% |
| CAGR 3Y | +10.9% | N/A |
| CAGR 5Y | +3.6% | N/A |
| Sharpe 3Y | 1.10 | N/A |
| Volatility 1Y | 5.76% | 2.52% |
| Max drawdown | -30.23% | -1.47% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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