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NBOS vs ALTY

Neuberger Option Strategy ETF vs Global X Alternative Income ETF

NBOS

Neuberger Option Strategy ETF

Annual cost

0.57%

Fund size

$449M

ALTY

Global X Alternative Income ETF

Annual cost

0.50%

Fund size

$44M

Key differences

Both NBOS and ALTY are alternative ETFs. NBOS charges 0.57% a year and ALTY 0.50%. The main difference: ALTY costs 0.07% less per year.

  • ALTY costs 0.07% less per year.
  • NBOS is much larger than ALTY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBOSALTY
Annual cost (TER)0.57%0.50%
Fund size (AUM)$449M$44M
Since20162015
Dividend yield7.71%7.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+17.7%+15.4%
CAGR 3YN/A+11.5%
CAGR 5YN/A+5.5%
Sharpe 3YN/A0.87
Volatility 1Y7.76%5.82%
Max drawdown-12.66%-51.47%

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

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