Screener
PFLD vs SJCP
AAM Low Duration Preferred and Income Securities ETF vs SanJac Alpha Core Plus Bond ETF
Key differences
Both PFLD and SJCP are fixed income ETFs. PFLD charges 0.45% a year and SJCP 0.65%. The main difference: PFLD follows a index tracking strategy; SJCP uses active selection.
- PFLD follows a index tracking strategy; SJCP uses active selection.
- PFLD costs 0.20% less per year.
- PFLD is much larger than SJCP. Larger funds are usually more liquid and less likely to close.
- PFLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFLD | SJCP | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.65% |
| Fund size (AUM) | $426M | $8M |
| Since | 2019 | 2024 |
| Dividend yield | 5.61% | 4.37% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.0% | +4.6% |
| CAGR 3Y | +4.8% | N/A |
| CAGR 5Y | +1.0% | N/A |
| Sharpe 3Y | 0.23 | N/A |
| Volatility 1Y | 3.33% | 2.45% |
| Max drawdown | -33.20% | -2.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.