ALTY vs GJUN
Global X Alternative Income ETF vs FT Vest US Equity Moderate Buffer ETF - June
Which is better, ALTY or GJUN?
GJUN has been ahead.
ALTY has a lower expense ratio. GJUN led over 1Y, 3Y and the full window.
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
| Metric | ALTY | GJUN |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.85% |
| AUM | $47M | $510M |
| Dividend Yield | 7.54% | 0.00% |
| Holdings | 44 | 10 |
| YTD Return | +2.92% | +7.10%Best |
| 1Y Return | +7.10% | +9.23%Best |
| 3Y Return (annualized) | +11.35% | +12.25%Best |
| 5Y Return (annualized) | +4.85% | - |
| Volatility (annualized) | 8.0% | 5.9%Best |
| Max Drawdown | -10.1%Best | -11.0% |
| $10,000 over 3.3 years | $13,447 | $14,174Best |
| Fund Family | Global X by mirae Asset | First Trust Portfolios (US) |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Jul 13, 2015 | Jun 16, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 20, 2023 to Oct 13, 2026 (3.3 years).
ALTY vs GJUN 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 3.3 years both funds cover.
ALTY vs GJUN Performance
Global X Alternative Income ETF (ALTY) is an ETF from Global X by mirae Asset and FT Vest US Equity Moderate Buffer ETF - June (GJUN) is an ETF from First Trust Portfolios (US). Over the past year ALTY returned +7.10% while GJUN returned +9.23%. Year to date, ALTY is up 2.92% versus a gain of 7.10% for GJUN.
Over three years, ALTY compounded at +11.35% per year against +12.25% for GJUN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ALTY has been the more volatile fund, with annualized monthly volatility of 8.0% compared with 5.9% for GJUN. 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 -11.0% for GJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ALTY charges 0.50% per year while GJUN charges 0.85%. On a $10,000 position that is $50 vs $85 annually, a gap of $35 per year that compounds over a long holding period. On income, ALTY currently yields 7.54% against 0.00% for GJUN.
You are not choosing between two funds in isolation.
Whichever of ALTY and GJUN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ALTY or GJUN?
ALTY has an expense ratio of 0.50% while GJUN charges 0.85%. ALTY is the cheaper option, by $35 a year on a $10,000 investment.
Which performed better, ALTY or GJUN?
Over the past year ALTY returned +7.10% vs +9.23% for GJUN, so GJUN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ALTY or GJUN?
ALTY has been the more volatile fund at 8.0% annualized versus 5.9% for GJUN. Worst drawdown: ALTY -10.1% vs GJUN -11.0%.
Should I hold both ALTY and GJUN?
ALTY and GJUN have a monthly-return correlation of 0.78, 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 GJUN?
ALTY yields 7.54% while GJUN yields 0.00%, so ALTY currently pays the higher dividend yield.
Is GJUN better than ALTY?
ALTY has a lower expense ratio. GJUN led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.