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LODI vs SYFI

AAM SLC Low Duration Income ETF vs AB Short Duration High Yield ETF

LODI

AAM SLC Low Duration Income ETF

Annual cost

0.15%

Fund size

$83M

SYFI

AB Short Duration High Yield ETF

Annual cost

0.40%

Fund size

$899M

Key differences

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

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

Side-by-side comparison

LODISYFI
Annual cost (TER)0.15%0.40%
Fund size (AUM)$83M$899M
Since20242011
Dividend yield4.98%6.18%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+5.8%+6.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.41%3.21%
Max drawdown-1.02%-4.49%

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

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