Screener
YYY vs LODI
Amplify CEF High Income ETF vs AAM SLC Low Duration Income ETF
Key differences
YYY is an equity ETF, while LODI is a fixed income ETF. YYY charges 3.23% a year and LODI 0.15%.
- YYY is an equity fund, while LODI is a fixed income fund. They carry different risk/return profiles.
- YYY follows a index tracking strategy; LODI uses active selection.
- LODI costs 3.08% less per year.
- YYY is much larger than LODI. Larger funds are usually more liquid and less likely to close.
- YYY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YYY | LODI | |
|---|---|---|
| Annual cost (TER) | 3.23% | 0.15% |
| Fund size (AUM) | $734M | $83M |
| Since | 2012 | 2024 |
| Dividend yield | 12.49% | 4.98% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +10.5% | +5.8% |
| CAGR 3Y | +12.4% | N/A |
| CAGR 5Y | +2.9% | N/A |
| Sharpe 3Y | 0.83 | N/A |
| Volatility 1Y | 8.67% | 2.41% |
| Max drawdown | -42.52% | -1.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.