Screener
MDIV vs WABF
Multi-Asset Diversified Income Index Fund vs Western Asset Bond ETF
Key differences
MDIV is a mixed asset ETF, while WABF is a fixed income ETF. MDIV charges 0.71% a year and WABF 0.35%.
- MDIV is a mixed asset fund, while WABF is a fixed income fund. They carry different risk/return profiles.
- WABF costs 0.36% less per year.
- MDIV is much larger than WABF. 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 | WABF | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.35% |
| Fund size (AUM) | $411M | $16M |
| Since | 2012 | 2023 |
| Dividend yield | 6.38% | 4.80% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.9% | +4.9% |
| CAGR 3Y | +12.2% | N/A |
| CAGR 5Y | +6.0% | N/A |
| Sharpe 3Y | 0.93 | N/A |
| Volatility 1Y | 6.76% | 3.79% |
| Max drawdown | -48.50% | -5.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.