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MDIV vs FLXR

Multi-Asset Diversified Income Index Fund vs TCW Flexible Income ETF

MDIV

Multi-Asset Diversified Income Index Fund

Annual cost

0.71%

Fund size

$411M

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.2B

Key differences

MDIV is a mixed asset ETF, while FLXR is a fixed income ETF. MDIV charges 0.71% a year and FLXR 0.40%.

  • MDIV is a mixed asset fund, while FLXR is a fixed income fund. They carry different risk/return profiles.
  • MDIV covers North America; FLXR covers global markets.
  • FLXR costs 0.31% less per year.
  • FLXR is much larger than MDIV. Larger funds are usually more liquid and less likely to close.
  • MDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDIVFLXR
Annual cost (TER)0.71%0.40%
Fund size (AUM)$411M$3.2B
Since20122018
Dividend yield6.38%5.71%
Asset classmixed assetfixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+11.9%+5.5%
CAGR 3Y+12.2%N/A
CAGR 5Y+6.0%N/A
Sharpe 3Y0.93N/A
Volatility 1Y6.76%2.28%
Max drawdown-48.50%-1.94%

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

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