Screener
MDIV vs RSBT
Multi-Asset Diversified Income Index Fund vs Return Stacked Bonds & Managed Futures ETF
Key differences
MDIV is a mixed asset ETF, while RSBT is an alternative ETF. MDIV charges 0.71% a year and RSBT 1.01%.
- MDIV is a mixed asset fund, while RSBT is an alternative fund. They carry different risk/return profiles.
- MDIV follows a index tracking strategy; RSBT uses multi strategy.
- MDIV costs 0.30% less per year.
- MDIV is much larger than RSBT. 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 | RSBT | |
|---|---|---|
| Annual cost (TER) | 0.71% | 1.01% |
| Fund size (AUM) | $411M | $126M |
| Since | 2012 | 2023 |
| Dividend yield | 6.38% | 2.95% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +12.3% | +23.7% |
| CAGR 3Y | +11.4% | +3.9% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.85 | 0.09 |
| Volatility 1Y | 6.71% | 14.74% |
| Max drawdown | -48.50% | -23.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.