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NDIV vs YLDE

Amplify Energy & Natural Resources Covered Call ETF vs Franklin ClearBridge Enhanced Income ETF

NDIV

Amplify Energy & Natural Resources Covered Call ETF

Annual cost

0.59%

Fund size

$29M

YLDE

Franklin ClearBridge Enhanced Income ETF

Annual cost

0.48%

Fund size

$158M

Key differences

Both NDIV and YLDE are alternative ETFs. NDIV charges 0.59% a year and YLDE 0.48%. The main difference: NDIV covers global markets; YLDE covers North America.

  • NDIV covers global markets; YLDE covers North America.
  • YLDE costs 0.11% less per year.
  • YLDE is much larger than NDIV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, NDIV has delivered higher annualized returns.
  • YLDE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NDIVYLDE
Annual cost (TER)0.59%0.48%
Fund size (AUM)$29M$158M
Since20222017
Dividend yield6.62%6.86%
Asset classalternativealternative
Regionglobalnorth america
Strategyoption incomeoption income
CAGR 1Y+27.3%+15.6%
CAGR 3Y+18.0%+15.1%
CAGR 5YN/A+9.9%
Sharpe 3Y0.780.99
Volatility 1Y20.00%9.43%
Max drawdown-19.73%-33.23%

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

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