ALTY vs BUFM

ALTY vs BUFM

Which is better, ALTY or BUFM?

BUFM has been ahead.

ALTY has a lower expense ratio. BUFM led over 1Y and the full window.

Lower Fees: ALTYHigher Returns: BUFM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricALTYBUFM
Expense Ratio0.50%Best0.69%
AUM$47M$487M
Dividend Yield7.54%0.00%
Holdings447
YTD Return+2.92%+5.25%Best
1Y Return+7.10%+8.11%Best
3Y Return (annualized)+11.35%-
5Y Return (annualized)+4.85%-
Volatility (annualized)6.9%5.3%Best
Max Drawdown-10.1%-9.4%Best
$10,000 over 1.8 years$11,263$11,740Best
Fund FamilyGlobal X by mirae AssetAllianceBernstein L.P.
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJul 13, 2015Dec 9, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 10, 2024 to Oct 13, 2026 (1.8 years).

ALTY vs BUFM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.

Compare ALTY against instead:ALTY vs SPYALTY vs QQQALTY vs VOOALTY vs VTIBUFM against:BUFM vs VXUS

ALTY vs BUFM Performance

Global X Alternative Income ETF (ALTY) is an ETF from Global X by mirae Asset and AB Moderate Buffer ETF (BUFM) is an ETF from AllianceBernstein L.P.. Over the past year ALTY returned +7.10% while BUFM returned +8.11%. Year to date, ALTY is up 2.92% versus a gain of 5.25% for BUFM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ALTY has been the more volatile fund, with annualized monthly volatility of 6.9% compared with 5.3% for BUFM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -10.1% for ALTY and -9.4% for BUFM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ALTY charges 0.50% per year while BUFM charges 0.69%. On a $10,000 position that is $50 vs $69 annually, a gap of $19 per year that compounds over a long holding period. On income, ALTY currently yields 7.54% against 0.00% for BUFM.

You are not choosing between two funds in isolation.

Whichever of ALTY and BUFM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ALTYBUFM

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Frequently Asked Questions

Which is cheaper, ALTY or BUFM?

ALTY has an expense ratio of 0.50% while BUFM charges 0.69%. ALTY is the cheaper option, by $19 a year on a $10,000 investment.

Which performed better, ALTY or BUFM?

Over the past year ALTY returned +7.10% vs +8.11% for BUFM, so BUFM leads on 1-year performance. Over the longest common window we track (2 years), ALTY annualized +6.83% vs +9.32% for BUFM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ALTY or BUFM?

ALTY has been the more volatile fund at 6.9% annualized versus 5.3% for BUFM. Worst drawdown: ALTY -10.1% vs BUFM -9.4%.

Should I hold both ALTY and BUFM?

ALTY and BUFM have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ALTY or BUFM?

ALTY yields 7.54% while BUFM yields 0.00%, so ALTY currently pays the higher dividend yield.

Is BUFM better than ALTY?

ALTY has a lower expense ratio. BUFM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.