AMUB vs CDC Fund Comparison

A comparison between AMUB and CDC based on their expense ratio, growth, holdings and how well they match their benchmark performance.

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Minafi's Take on AMUB vs CDC

Here's an in depth look at the differences between UBS ETRACS Alerian MLP Index ETN Series B($AMUB) and VictoryShares US EQ Income Enhanced Volatility Wtd ETF($CDC).

To start off, here's a look at the basics of each fund. Keep an eye on the FI Score. That's a custom score from 0 to 100 that we generate based on how good this fund is for the casual investor. Most investors only need a handful of total funds in their portfolio. The higher the score, the more likely this is one of those few. Score alone isn't enough! Keep reading on to see how different (or perhaps similar) these two funds are.

  • amub
  • ETF
  • Other
  • Master Limited Partnership

UBS ETRACS Alerian MLP Index ETN Series B

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a Master Limited Partnership Other fund. See why »

  • cdc
  • ETF
  • US Stocks
  • Large Value

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Both $AMUB and $CDC are categorized as ETFs. ETFs have an added bonus over mutual funds of being more widely available. Mutual funds are often limited to only the issuing investment brokerage. Since these are both ETFs, you may be able to find these at a wider number of investment apps and websites.

The biggest disadvantage of ETFs is that some platforms only allow you to purchase ETFs in whole shares. So if an ETF is going for $75, you may need to invest in increments of $75. Most 401(k)'s allow for investing down to the penny, but you'll want to verify your platform allows for "fractional ETF Shares".

To learn more about the difference between these two, you can read about the difference between ETFs and Mutual Funds.

When evaluating a fund, the first things I look at are:

  • What it invests in
  • How much it charges in fees
  • How large the fund is

Let's look into these criteria one by one and see if either of these funds stands out.

Fund Holdings Comparison

Minafi's FI Score algorithm takes into account the category and market. The more niche a fund is, the lower the score. This doesn't mean it's a worse fund, but it does mean you should stop and make sure this a fund you need to diversify your portfolio.

AMUBCDC
Market Score 7.0 /10 5.0 /10
Category Score 0.0 /10 8.0 /10
Total7.013.0

A score of 10 means this is a solid market and category that almost every investor will want to have investments in. The lower the score, the more specific the investment. These scores are based on when most investors would add these funds to their portfolio. A score of 10 means that this fund (or one like it) belongs in a three-fund portfolio. The lower the score, the farther down in your portfolio a fund would go.

Winner: $CDC

Fee Comparison

Fees are one of the biggest killers of portfolio growth. The difference between a 2% fee and a 0.04% fee over 30 years can result in your portfolio having half the total value!

If you're just getting started investing and learning how fees impact your portfolio, I'd encourage you to read through my free investment course (specifically '2.2 - All About Fees') where I go over all the different types of fees you can be charged and how to lower them.

For these two funds, AMUB has an expense ratio of 0.80% while CDC has an expense ratio of 0.35%.

Winner: $CDC

Fund Size Comparison

Both AMUB and CDC have a similar number of assets under management. AMUB has 103 Million in assets under management, while CDC has 560 Million.

Minafi categorizes both of these funds as medium funds. Fund size is a good indication of how many other investors trust this fund. A large fund by itself doesn't mean it's a good fund, but it is one thing to consider when figuring out how to choose the right fund.

Winner: tie

Which Should You Choose? AMUB or CDC?

Comparing these two funds isn't an apples to apples comparison. AMUB is a OtherMaster Limited Partnership fund, while CDC is a US StocksLarge Value fund.

If you're aiming to build a diversified, low-fee, tax-optimized portfolio you likely won't be choosing between these two funds since they're different enough.

Running both of these funds through Minafi's FI Score algorithm, gives AMUB a score of 50 and CDC a score of 56.

Winner: Neither, I'd research more funds if you're looking to invest for retirement.

$AMUB

UBS ETRACS Alerian MLP Index ETN Series B

50

Read More
Ratings
Rating TypeRating
Expense Ratio Score8/10
Expense Rating2/10
Market Score7/10
Category Score0/10
Overview
OverviewDetails
Fund TypeETF
ExchangeNYSE ARCA
Expense Ratio0.800%
Net Assets103 Million
Yield12.03%
Holdings
DescriptionInfo
MarketOther
CategoryMaster Limited Partnership
Sectors
  • Basic Materials 0.00%
  • Communication Services 0.00%
  • Consumer Cyclicals 0.00%
  • Consumer Defensive 0.00%
  • Energy 0.00%
  • Financial Services 0.00%
  • Healthcare 0.00%
  • Industrials 0.00%
  • Real Estate 0.00%
  • Technology 0.00%
  • Utilities 0.00%

$CDC

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

56

Read More
Ratings
Rating TypeRating
Diversification Score1/10
Expense Ratio Score9/10
Expense Rating7/10
Market Score5/10
Category Score8/10
Overview
OverviewDetails
Fund TypeETF
Inception DateJul-1-2014
ExchangeNASDAQ
Expense Ratio0.350%
Net Assets560 Million
Yield3.10%
Holdings
DescriptionInfo
MarketUS Stocks
CategoryLarge Value
Sectors
  • Basic Materials 3.98%
  • Communication Services 4.20%
  • Consumer Cyclicals 8.12%
  • Consumer Defensive 13.36%
  • Energy 6.93%
  • Financial Services 22.48%
  • Healthcare 5.47%
  • Industrials 8.81%
  • Real Estate 0.01%
  • Technology 9.15%
  • Utilities 17.50%
Regions
  • Asia Developed 0.99%
  • Europe Developed 0.00%
  • North America 99.01%
  • United Kingdom 0.00%

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