Screener
RLY vs YEAR
State Street Multi-Asset Real Return ETF vs AB Ultra Short Income ETF
Key differences
Both RLY and YEAR are fixed income ETFs. RLY charges 0.50% a year and YEAR 0.25%. The main difference: YEAR costs 0.25% less per year.
- YEAR costs 0.25% less per year.
- Over the last three years, RLY has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | YEAR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $1.2B | $1.5B |
| Since | 2012 | 2022 |
| Dividend yield | 2.89% | 4.19% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.9% | +3.9% |
| CAGR 3Y | +14.1% | +5.0% |
| CAGR 5Y | +9.9% | N/A |
| Sharpe 3Y | 0.90 | 1.18 |
| Volatility 1Y | 10.35% | 0.77% |
| Max drawdown | -34.17% | -0.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.