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BRTR vs SDSI

iShares Total Return Active ETF vs American Century Short Duration Strategic Income ETF

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

Key differences

Both BRTR and SDSI are fixed income ETFs. BRTR charges 0.38% a year and SDSI 0.32%. The main difference: SDSI costs 0.06% less per year.

  • SDSI costs 0.06% less per year.
  • BRTR is much larger than SDSI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BRTRSDSI
Annual cost (TER)0.38%0.32%
Fund size (AUM)$663M$218M
Since20232022
Dividend yield4.65%4.84%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+4.8%
CAGR 3YN/A+5.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.94
Volatility 1Y3.64%1.65%
Max drawdown-5.07%-1.29%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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