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LODI vs FUSI

AAM SLC Low Duration Income ETF vs American Century Multisector Floating Income ETF

LODI

AAM SLC Low Duration Income ETF

Annual cost

0.15%

Fund size

$83M

FUSI

American Century Multisector Floating Income ETF

Annual cost

0.27%

Fund size

$23M

Key differences

Both LODI and FUSI are fixed income ETFs. LODI charges 0.15% a year and FUSI 0.27%. The main difference: LODI follows a active selection strategy; FUSI uses tactical allocation.

  • LODI follows a active selection strategy; FUSI uses tactical allocation.
  • LODI costs 0.12% less per year.
  • LODI is much larger than FUSI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LODIFUSI
Annual cost (TER)0.15%0.27%
Fund size (AUM)$83M$23M
Since20242023
Dividend yield4.98%5.34%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectiontactical allocation
CAGR 1Y+5.8%+5.6%
CAGR 3YN/A+6.0%
CAGR 5YN/AN/A
Sharpe 3YN/A2.06
Volatility 1Y2.41%0.93%
Max drawdown-1.02%-0.70%

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

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