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DMBS vs SDSI

Mortgage ETF vs American Century Short Duration Strategic Income ETF

DMBS

Mortgage ETF

Annual cost

0.39%

Fund size

$690M

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

Key differences

Both DMBS and SDSI are fixed income ETFs. DMBS charges 0.39% a year and SDSI 0.32%. The main difference: SDSI costs 0.07% less per year.

  • SDSI costs 0.07% less per year.
  • DMBS 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.

Side-by-side comparison

DMBSSDSI
Annual cost (TER)0.39%0.32%
Fund size (AUM)$690M$218M
Since20232022
Dividend yield5.04%4.84%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.4%+4.8%
CAGR 3Y+4.7%+5.7%
CAGR 5YN/AN/A
Sharpe 3Y0.190.94
Volatility 1Y4.12%1.65%
Max drawdown-8.03%-1.29%

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

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