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FCEF vs SDFI

First Trust Income Opportunity ETF vs AB Short Duration Income ETF

FCEF

First Trust Income Opportunity ETF

Annual cost

3.69%

Fund size

$79M

SDFI

AB Short Duration Income ETF

Annual cost

0.30%

Fund size

$174M

Key differences

FCEF is a mixed asset ETF, while SDFI is a fixed income ETF. FCEF charges 3.69% a year and SDFI 0.30%.

  • FCEF is a mixed asset fund, while SDFI is a fixed income fund. They carry different risk/return profiles.
  • SDFI costs 3.39% less per year.

Side-by-side comparison

FCEFSDFI
Annual cost (TER)3.69%0.30%
Fund size (AUM)$79M$174M
Since20162018
Dividend yield6.19%4.63%
Asset classmixed assetfixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+15.3%+4.4%
CAGR 3Y+15.6%N/A
CAGR 5Y+5.8%N/A
Sharpe 3Y1.15N/A
Volatility 1Y7.87%2.03%
Max drawdown-44.81%-1.21%

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

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