Screener
MDIV vs AAAA
Multi-Asset Diversified Income Index Fund vs Amplius Aggressive Asset Allocation ETF
Key differences
Both MDIV and AAAA are mixed asset ETFs. MDIV charges 0.71% a year and AAAA 0.49%. The main difference: MDIV follows a index tracking strategy; AAAA uses tactical allocation.
- MDIV follows a index tracking strategy; AAAA uses tactical allocation.
- AAAA costs 0.22% less per year.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | AAAA | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.49% |
| Fund size (AUM) | $411M | $281M |
| Since | 2012 | 2025 |
| Dividend yield | 6.38% | — |
| Asset class | mixed asset | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +12.2% | N/A |
| CAGR 3Y | +11.9% | N/A |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.91 | N/A |
| Volatility 1Y | 6.75% | — |
| Max drawdown | -48.50% | -7.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.