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MDIV vs SLNZ

Multi-Asset Diversified Income Index Fund vs TCW Senior Loan ETF

MDIV

Multi-Asset Diversified Income Index Fund

Annual cost

0.71%

Fund size

$411M

SLNZ

TCW Senior Loan ETF

Annual cost

0.65%

Fund size

$226M

Key differences

MDIV is a mixed asset ETF, while SLNZ is a fixed income ETF. MDIV charges 0.71% a year and SLNZ 0.65%.

  • MDIV is a mixed asset fund, while SLNZ is a fixed income fund. They carry different risk/return profiles.
  • SLNZ costs 0.06% less per year.

Side-by-side comparison

MDIVSLNZ
Annual cost (TER)0.71%0.65%
Fund size (AUM)$411M$226M
Since20122013
Dividend yield6.38%7.50%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+11.9%+4.4%
CAGR 3Y+12.2%N/A
CAGR 5Y+6.0%N/A
Sharpe 3Y0.93N/A
Volatility 1Y6.76%4.42%
Max drawdown-48.50%-2.57%

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

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