Screener
XCLR vs ALTY
Global X S&P 500 Collar 95-110 ETF vs Global X Alternative Income ETF
Key differences
Both XCLR and ALTY are alternative ETFs. XCLR charges 0.25% a year and ALTY 0.50%. The main difference: XCLR costs 0.25% less per year.
- XCLR costs 0.25% less per year.
- ALTY is much larger than XCLR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XCLR has delivered higher annualized returns.
- ALTY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCLR | ALTY | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.50% |
| Fund size (AUM) | $3M | $44M |
| Since | 2021 | 2015 |
| Dividend yield | 0.97% | 7.37% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +12.6% | +15.4% |
| CAGR 3Y | +13.5% | +11.5% |
| CAGR 5Y | -2.1% | +5.5% |
| Sharpe 3Y | 0.98 | 0.87 |
| Volatility 1Y | 8.50% | 5.82% |
| Max drawdown | -46.74% | -51.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.