Screener
LOTI vs SDFI
Liberty One Tactical Income ETF vs AB Short Duration Income ETF
Key differences
Both LOTI and SDFI are fixed income ETFs. LOTI charges 1.01% a year and SDFI 0.30%. The main difference: SDFI costs 0.71% less per year.
- SDFI costs 0.71% less per year.
- SDFI is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
- SDFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | SDFI | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.30% |
| Fund size (AUM) | $44M | $174M |
| Since | 2025 | 2018 |
| Dividend yield | — | 4.63% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +4.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 2.03% |
| Max drawdown | -4.42% | -1.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.