Screener
MDIV vs XRMI
Multi-Asset Diversified Income Index Fund vs Global X S&P 500 Risk Managed Income ETF
Key differences
MDIV is a mixed asset ETF, while XRMI is an alternative ETF. MDIV charges 0.71% a year and XRMI 0.60%.
- MDIV is a mixed asset fund, while XRMI is an alternative fund. They carry different risk/return profiles.
- MDIV follows a index tracking strategy; XRMI uses option income.
- XRMI costs 0.11% less per year.
- MDIV is much larger than XRMI. 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 | XRMI | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.60% |
| Fund size (AUM) | $411M | $50M |
| Since | 2012 | 2021 |
| Dividend yield | 6.38% | 12.62% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +12.2% | +8.8% |
| CAGR 3Y | +11.9% | +6.5% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.91 | 0.46 |
| Volatility 1Y | 6.75% | 5.43% |
| Max drawdown | -48.50% | -15.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.