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LODI vs HYFI

AAM SLC Low Duration Income ETF vs AB High Yield ETF

LODI

AAM SLC Low Duration Income ETF

Annual cost

0.15%

Fund size

$83M

HYFI

AB High Yield ETF

Annual cost

0.40%

Fund size

$341M

Key differences

Both LODI and HYFI are fixed income ETFs. LODI charges 0.15% a year and HYFI 0.40%. The main difference: LODI costs 0.25% less per year.

  • LODI costs 0.25% less per year.
  • HYFI is much larger than LODI. Larger funds are usually more liquid and less likely to close.
  • HYFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LODIHYFI
Annual cost (TER)0.15%0.40%
Fund size (AUM)$83M$341M
Since20242016
Dividend yield4.98%6.71%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.8%+7.5%
CAGR 3YN/A+9.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.00
Volatility 1Y2.41%3.95%
Max drawdown-1.02%-6.34%

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

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