Screener
IUSB vs SDSI
iShares Core Universal USD Bond ETF vs American Century Short Duration Strategic Income ETF
Key differences
Both IUSB and SDSI are fixed income ETFs. IUSB charges 0.06% a year and SDSI 0.32%. The main difference: IUSB follows a index tracking strategy; SDSI uses active selection.
- IUSB follows a index tracking strategy; SDSI uses active selection.
- IUSB costs 0.26% less per year.
- IUSB 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.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IUSB | SDSI | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.32% |
| Fund size (AUM) | $39.8B | $218M |
| Since | 2014 | 2022 |
| Dividend yield | 4.24% | 4.84% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.2% | +4.8% |
| CAGR 3Y | +4.7% | +5.7% |
| CAGR 5Y | +0.5% | N/A |
| Sharpe 3Y | 0.23 | 0.94 |
| Volatility 1Y | 3.59% | 1.65% |
| Max drawdown | -17.90% | -1.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.