Screener
MDIV vs HIGH
Multi-Asset Diversified Income Index Fund vs Simplify Enhanced Income ETF
Key differences
MDIV is a mixed asset ETF, while HIGH is an alternative ETF. MDIV charges 0.71% a year and HIGH 0.50%.
- MDIV is a mixed asset fund, while HIGH is an alternative fund. They carry different risk/return profiles.
- MDIV follows a index tracking strategy; HIGH uses option income.
- HIGH costs 0.21% less per year.
- MDIV is much larger than HIGH. Larger funds are usually more liquid and less likely to close.
- 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
| MDIV | HIGH | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.50% |
| Fund size (AUM) | $411M | $75M |
| Since | 2012 | 2022 |
| Dividend yield | 6.38% | 7.33% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +12.2% | -4.0% |
| CAGR 3Y | +11.9% | +2.6% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.91 | -0.05 |
| Volatility 1Y | 6.75% | 8.79% |
| Max drawdown | -48.50% | -9.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.