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MDIV vs ZTWO
Multi-Asset Diversified Income Index Fund vs F/M 2-Year Investment Grade Corporate Bond ETF
Key differences
- ZTWO costs 0.56% less per year.
- MDIV is significantly larger than ZTWO — larger funds tend to be more liquid and less likely to close.
- MDIV is classified as mixed asset, while ZTWO is fixed income — different risk/return profiles.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | ZTWO | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.15% |
| Fund size (AUM) | $417M | $18M |
| Since | 2012 | 2024 |
| Dividend yield | 6.13% | 4.55% |
| Asset class | mixed asset | fixed income |
| Region | — | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.2% | +4.2% |
| CAGR 3Y | +12.1% | N/A |
| CAGR 5Y | +6.4% | N/A |
| Sharpe 3Y | 0.92 | N/A |
| Volatility 1Y | 6.71% | 1.31% |
| Max drawdown | -48.50% | -0.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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