Screener
MSSS vs IYLD
Monarch Select Subsector ETF vs iShares Morningstar Multi-Asset Income ETF
Key differences
- IYLD costs 0.93% less per year.
- MSSS is classified as equity, while IYLD is mixed asset — different risk/return profiles.
- MSSS follows a index tracking strategy; IYLD uses active selection.
- IYLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSSS | IYLD | |
|---|---|---|
| Annual cost (TER) | 1.43% | 0.50% |
| Fund size (AUM) | $128M | $129M |
| Since | 2024 | 2012 |
| Dividend yield | 0.36% | 4.55% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.3% | +14.3% |
| CAGR 3Y | N/A | +10.9% |
| CAGR 5Y | N/A | +3.6% |
| Sharpe 3Y | N/A | 1.10 |
| Volatility 1Y | 13.19% | 5.76% |
| Max drawdown | -19.14% | -30.23% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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