Screener
BSR vs SDFI
Beacon Selective Risk ETF vs AB Short Duration Income ETF
Key differences
Both BSR and SDFI are fixed income ETFs. BSR charges 1.09% a year and SDFI 0.30%. The main difference: SDFI costs 0.79% less per year.
- SDFI costs 0.79% less per year.
- SDFI is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- SDFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSR | SDFI | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.30% |
| Fund size (AUM) | $37M | $174M |
| Since | 2023 | 2018 |
| Dividend yield | 1.02% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.6% | +4.4% |
| CAGR 3Y | +7.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.32 | N/A |
| Volatility 1Y | 8.78% | 2.03% |
| Max drawdown | -15.68% | -1.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.