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VRAI vs IYLD

Virtus Real Asset Income ETF vs iShares Morningstar Multi-Asset Income ETF

VRAI

Virtus Real Asset Income ETF

Virtus

Annual cost

0.55%

Fund size

$18M

IYLD

iShares Morningstar Multi-Asset Income ETF

iShares

Annual cost

0.50%

Fund size

$129M

Key differences

  • IYLD costs 0.05% less per year.
  • IYLD is significantly larger than VRAI — larger funds tend to be more liquid and less likely to close.
  • VRAI is classified as equity, while IYLD is mixed asset — different risk/return profiles.
  • VRAI 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

VRAIIYLD
Annual cost (TER)0.55%0.50%
Fund size (AUM)$18M$129M
Since20192012
Dividend yield3.19%4.55%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+29.3%+14.6%
CAGR 3Y+11.9%+11.0%
CAGR 5Y+6.0%+3.8%
Sharpe 3Y0.591.12
Volatility 1Y11.93%5.77%
Max drawdown-47.51%-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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