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MDIV vs BUCK

Multi-Asset Diversified Income Index Fund vs Simplify Treasury Option Income ETF

MDIV

Multi-Asset Diversified Income Index Fund

Annual cost

0.71%

Fund size

$411M

BUCK

Simplify Treasury Option Income ETF

Annual cost

0.35%

Fund size

$438M

Key differences

MDIV is a mixed asset ETF, while BUCK is an alternative ETF. MDIV charges 0.71% a year and BUCK 0.35%.

  • MDIV is a mixed asset fund, while BUCK is an alternative fund. They carry different risk/return profiles.
  • MDIV follows a index tracking strategy; BUCK uses option income.
  • BUCK costs 0.36% less per year.
  • Over the last three years, MDIV has delivered higher annualized returns.
  • MDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDIVBUCK
Annual cost (TER)0.71%0.35%
Fund size (AUM)$411M$438M
Since20122022
Dividend yield6.38%7.43%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+12.2%+7.9%
CAGR 3Y+11.9%+5.3%
CAGR 5Y+5.9%N/A
Sharpe 3Y0.910.43
Volatility 1Y6.75%3.08%
Max drawdown-48.50%-5.43%

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

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