Screener
AGG vs SDSI
iShares Core U.S. Aggregate Bond ETF vs American Century Short Duration Strategic Income ETF
Key differences
Both AGG and SDSI are fixed income ETFs. AGG charges 0.03% a year and SDSI 0.32%. The main difference: AGG follows a index tracking strategy; SDSI uses active selection.
- AGG follows a index tracking strategy; SDSI uses active selection.
- AGG costs 0.29% less per year.
- AGG is much larger than SDSI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SDSI has delivered higher annualized returns.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGG | SDSI | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.32% |
| Fund size (AUM) | $136.5B | $218M |
| Since | 2003 | 2022 |
| Dividend yield | 3.96% | 4.84% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.9% | +4.8% |
| CAGR 3Y | +4.2% | +5.7% |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.13 | 0.94 |
| Volatility 1Y | 3.82% | 1.65% |
| Max drawdown | -18.43% | -1.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.