Screener
MDIV vs RSBY
Multi-Asset Diversified Income Index Fund vs Return Stacked Bonds & Futures Yield ETF
Key differences
MDIV is a mixed asset ETF, while RSBY is a fixed income ETF. MDIV charges 0.71% a year and RSBY 1.01%.
- MDIV is a mixed asset fund, while RSBY is a fixed income fund. They carry different risk/return profiles.
- MDIV follows a index tracking strategy; RSBY uses multi strategy.
- MDIV costs 0.30% less per year.
- MDIV is much larger than RSBY. 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
| MDIV | RSBY | |
|---|---|---|
| Annual cost (TER) | 0.71% | 1.01% |
| Fund size (AUM) | $411M | $70M |
| Since | 2012 | 2024 |
| Dividend yield | 6.38% | 1.76% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +12.3% | +19.0% |
| CAGR 3Y | +11.4% | N/A |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 6.71% | 11.66% |
| Max drawdown | -48.50% | -23.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.