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LDSF vs YEAR

First Trust Low Duration Strategic Focus ETF vs AB Ultra Short Income ETF

LDSF

First Trust Low Duration Strategic Focus ETF

Annual cost

0.77%

Fund size

$162M

YEAR

AB Ultra Short Income ETF

Annual cost

0.25%

Fund size

$1.5B

Key differences

Both LDSF and YEAR are fixed income ETFs. LDSF charges 0.77% a year and YEAR 0.25%. The main difference: YEAR costs 0.52% less per year.

  • YEAR costs 0.52% less per year.
  • YEAR is much larger than LDSF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LDSFYEAR
Annual cost (TER)0.77%0.25%
Fund size (AUM)$162M$1.5B
Since20192022
Dividend yield4.62%4.19%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+4.9%+3.8%
CAGR 3Y+5.4%+5.0%
CAGR 5Y+2.4%N/A
Sharpe 3Y0.621.24
Volatility 1Y2.04%0.77%
Max drawdown-8.56%-0.79%

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

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