Screener
ALTY vs SDFI
Global X Alternative Income ETF vs AB Short Duration Income ETF
Key differences
ALTY is an alternative ETF, while SDFI is a fixed income ETF. ALTY charges 0.50% a year and SDFI 0.30%.
- ALTY is an alternative fund, while SDFI is a fixed income fund. They carry different risk/return profiles.
- ALTY follows a option income strategy; SDFI uses active selection.
- SDFI costs 0.20% less per year.
- SDFI is much larger than ALTY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| ALTY | SDFI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.30% |
| Fund size (AUM) | $44M | $174M |
| Since | 2015 | 2018 |
| Dividend yield | 7.37% | 4.63% |
| Asset class | alternative | fixed income |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +15.0% | +4.1% |
| CAGR 3Y | +11.3% | N/A |
| CAGR 5Y | +5.5% | N/A |
| Sharpe 3Y | 0.86 | N/A |
| Volatility 1Y | 5.80% | 2.04% |
| Max drawdown | -51.47% | -1.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.