USAF vs. IYLD
Compare and contrast key facts about Atlas America Fund (USAF) and iShares Morningstar Multi-Asset Income ETF (IYLD).
USAF and IYLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USAF is an actively managed fund by Atlas. It was launched on Nov 19, 2024. IYLD is a passively managed fund by iShares that tracks the performance of the Morningstar Multi-Asset High Income Index. It was launched on Apr 5, 2012.
Performance
USAF vs. IYLD - Performance Comparison
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USAF vs. IYLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
USAF Atlas America Fund | 2.11% | 9.09% | 0.23% |
IYLD iShares Morningstar Multi-Asset Income ETF | 1.98% | 15.44% | -1.83% |
Returns By Period
In the year-to-date period, USAF achieves a 2.11% return, which is significantly higher than IYLD's 1.98% return.
USAF
- 1D
- 0.82%
- 1M
- -2.75%
- YTD
- 2.11%
- 6M
- 2.70%
- 1Y
- 7.94%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYLD
- 1D
- 1.07%
- 1M
- -2.98%
- YTD
- 1.98%
- 6M
- 4.60%
- 1Y
- 13.49%
- 3Y*
- 9.83%
- 5Y*
- 3.40%
- 10Y*
- 3.99%
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USAF vs. IYLD - Expense Ratio Comparison
USAF has a 0.89% expense ratio, which is higher than IYLD's 0.60% expense ratio.
Return for Risk
USAF vs. IYLD — Risk / Return Rank
USAF
IYLD
USAF vs. IYLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Atlas America Fund (USAF) and iShares Morningstar Multi-Asset Income ETF (IYLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| USAF | IYLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.99 | -0.78 |
Sortino ratioReturn per unit of downside risk | 1.62 | 2.72 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.41 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.89 | -1.04 |
Martin ratioReturn relative to average drawdown | 5.64 | 11.00 | -5.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USAF | IYLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.99 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.44 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.45 | 0.48 | +0.97 |
Correlation
The correlation between USAF and IYLD is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
USAF vs. IYLD - Dividend Comparison
USAF's dividend yield for the trailing twelve months is around 2.45%, less than IYLD's 4.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAF Atlas America Fund | 2.45% | 2.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYLD iShares Morningstar Multi-Asset Income ETF | 4.61% | 4.72% | 5.32% | 5.76% | 5.45% | 3.47% | 4.38% | 5.25% | 5.78% | 4.22% | 4.84% | 5.26% |
Drawdowns
USAF vs. IYLD - Drawdown Comparison
The maximum USAF drawdown since its inception was -4.46%, smaller than the maximum IYLD drawdown of -30.23%. Use the drawdown chart below to compare losses from any high point for USAF and IYLD.
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Drawdown Indicators
| USAF | IYLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.46% | -30.23% | +25.77% |
Max Drawdown (1Y)Largest decline over 1 year | -4.46% | -4.63% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.23% | — |
Current DrawdownCurrent decline from peak | -3.38% | -3.36% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -0.85% | -4.58% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 1.22% | +0.24% |
Volatility
USAF vs. IYLD - Volatility Comparison
The current volatility for Atlas America Fund (USAF) is 2.07%, while iShares Morningstar Multi-Asset Income ETF (IYLD) has a volatility of 2.83%. This indicates that USAF experiences smaller price fluctuations and is considered to be less risky than IYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USAF | IYLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 2.83% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 5.31% | 4.52% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.58% | 6.79% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.92% | 7.84% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.92% | 9.56% | -3.64% |