MAGG vs YFFI

MAGG vs YFFI

Which is better, MAGG or YFFI?

Nearly the same fund. MAGG costs less.

MAGG has a lower expense ratio. MAGG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96.

Lower Fees: MAGGHigher Returns: MAGG

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

MetricMAGGYFFI
Expense Ratio0.36%Best0.50%
AUM$63M$22M
Dividend Yield5.05%5.28%
Holdings406164
YTD Return-2.52%-2.49%Best
1Y Return-1.91%Best-2.12%
3Y Return (annualized)+4.51%-
Volatility (annualized)4.1%Best4.5%
Max Drawdown-5.1%Best-5.3%
$10,000 over 1.8 years$10,475Best$10,334
Fund FamilyMadison FundsIndexperts
CategoryFixed IncomeFixed Income
StyleInvestment Grade BondInvestment Grade Bond
InceptionAug 28, 2023Dec 31, 2024

Not shown on this pair: 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 2, 2025 to Oct 14, 2026 (1.8 years).

MAGG vs YFFI 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 MAGG against instead:MAGG vs SPYMAGG vs QQQMAGG vs VOOMAGG vs VTIYFFI against:YFFI vs VXUS

MAGG vs YFFI Performance

Madison Aggregate Bond ETF (MAGG) is an ETF from Madison Funds and Indexperts Yield Focused Fixed Income ETF (YFFI) is an ETF from Indexperts. Over the past year MAGG returned -1.91% while YFFI returned -2.12%. Year to date, MAGG is down 2.52% versus a loss of 2.49% for YFFI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YFFI has been the more volatile fund, with annualized monthly volatility of 4.5% compared with 4.1% for MAGG. 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 -5.1% for MAGG and -5.3% for YFFI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

MAGG charges 0.36% per year while YFFI charges 0.50%. On a $10,000 position that is $36 vs $50 annually, a gap of $14 per year that compounds over a long holding period. On income, MAGG currently yields 5.05% against 5.28% for YFFI.

Holdings Overlap

We hold position weights for 126 holdings in MAGG and 73 in YFFI, totalling 67.4% and 92.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 126 positions we hold weights for in MAGG and 73 in YFFI, against full books of 406 and 164.

You are not choosing between two funds in isolation.

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

MAGGYFFI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MAGG or YFFI?

MAGG has an expense ratio of 0.36% while YFFI charges 0.50%. MAGG is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, MAGG or YFFI?

Over the past year MAGG returned -1.91% vs -2.12% for YFFI, so MAGG leads on 1-year performance. Over the longest common window we track (2 years), MAGG annualized +2.61% vs +1.84% for YFFI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MAGG or YFFI?

YFFI has been the more volatile fund at 4.5% annualized versus 4.1% for MAGG. Worst drawdown: MAGG -5.1% vs YFFI -5.3%.

Should I hold both MAGG and YFFI?

MAGG and YFFI have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, MAGG or YFFI?

MAGG yields 5.05% while YFFI yields 5.28%, so YFFI currently pays the higher dividend yield.

Is YFFI better than MAGG?

MAGG has a lower expense ratio. MAGG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.