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MDIV vs RSST

Multi-Asset Diversified Income Index Fund vs Return Stacked U.S. Stocks & Managed Futures ETF

MDIV

Multi-Asset Diversified Income Index Fund

Annual cost

0.71%

Fund size

$411M

RSST

Return Stacked U.S. Stocks & Managed Futures ETF

Annual cost

0.99%

Fund size

$465M

Key differences

MDIV is a mixed asset ETF, while RSST is an alternative ETF. MDIV charges 0.71% a year and RSST 0.99%.

  • MDIV is a mixed asset fund, while RSST is an alternative fund. They carry different risk/return profiles.
  • MDIV follows a index tracking strategy; RSST uses multi strategy.
  • MDIV costs 0.28% less per year.
  • MDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDIVRSST
Annual cost (TER)0.71%0.99%
Fund size (AUM)$411M$465M
Since20122023
Dividend yield6.38%0.93%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1Y+12.3%+46.7%
CAGR 3Y+11.4%N/A
CAGR 5Y+5.9%N/A
Sharpe 3Y0.85N/A
Volatility 1Y6.71%23.43%
Max drawdown-48.50%-30.80%

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

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