Screener
XRMI vs YYY
Global X S&P 500 Risk Managed Income ETF vs Amplify CEF High Income ETF
Key differences
XRMI is an alternative ETF, while YYY is an equity ETF. XRMI charges 0.60% a year and YYY 3.23%.
- XRMI is an alternative fund, while YYY is an equity fund. They carry different risk/return profiles.
- XRMI follows a option income strategy; YYY uses index tracking.
- XRMI costs 2.63% less per year.
- YYY is much larger than XRMI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, YYY has delivered higher annualized returns.
- YYY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRMI | YYY | |
|---|---|---|
| Annual cost (TER) | 0.60% | 3.23% |
| Fund size (AUM) | $50M | $734M |
| Since | 2021 | 2012 |
| Dividend yield | 12.62% | 12.49% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +8.8% | +10.5% |
| CAGR 3Y | +6.5% | +12.2% |
| CAGR 5Y | N/A | +2.8% |
| Sharpe 3Y | 0.46 | 0.82 |
| Volatility 1Y | 5.43% | 8.67% |
| Max drawdown | -15.36% | -42.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.