Screener
YYY vs IYLD
Amplify CEF High Income ETF vs iShares Morningstar Multi-Asset Income ETF
Key differences
YYY is an equity ETF, while IYLD is a mixed asset ETF. YYY charges 3.23% a year and IYLD 0.50%.
- YYY is an equity fund, while IYLD is a mixed asset fund. They carry different risk/return profiles.
- YYY follows a index tracking strategy; IYLD uses active selection.
- IYLD costs 2.73% less per year.
- YYY is much larger than IYLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, YYY has delivered higher annualized returns.
Side-by-side comparison
| YYY | IYLD | |
|---|---|---|
| Annual cost (TER) | 3.23% | 0.50% |
| Fund size (AUM) | $734M | $128M |
| Since | 2012 | 2012 |
| Dividend yield | 12.49% | 4.56% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +10.5% | +12.9% |
| CAGR 3Y | +12.2% | +10.4% |
| CAGR 5Y | +2.8% | +3.3% |
| Sharpe 3Y | 0.82 | 1.02 |
| Volatility 1Y | 8.67% | 5.83% |
| Max drawdown | -42.52% | -30.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.