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MDAA vs MDIV

Myriad Dynamic Asset Allocation ETF vs Multi-Asset Diversified Income Index Fund

MDAA

Myriad Dynamic Asset Allocation ETF

Annual cost

Fund size

MDIV

Multi-Asset Diversified Income Index Fund

Annual cost

0.71%

Fund size

$411M

Key differences

Both MDAA and MDIV are mixed asset ETFs. The main difference: MDAA follows a active selection strategy; MDIV uses index tracking.

  • MDAA follows a active selection strategy; MDIV uses index tracking.

Side-by-side comparison

MDAAMDIV
Annual cost (TER)0.71%
Fund size (AUM)$411M
Since2012
Dividend yield6.38%
Asset classmixed assetmixed asset
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+12.2%
CAGR 3YN/A+11.9%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.91
Volatility 1Y6.75%
Max drawdown-14.59%-48.50%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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