Screener
RFCI vs DFSD
ALPS Dynamic Core Income ETF vs Dimensional Short-Duration Fixed Income ETF
Key differences
Both RFCI and DFSD are fixed income ETFs. RFCI charges 0.51% a year and DFSD 0.16%. The main difference: RFCI covers North America; DFSD covers global markets.
- RFCI covers North America; DFSD covers global markets.
- DFSD costs 0.35% less per year.
- DFSD is much larger than RFCI. Larger funds are usually more liquid and less likely to close.
- RFCI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RFCI | DFSD | |
|---|---|---|
| Annual cost (TER) | 0.51% | 0.16% |
| Fund size (AUM) | $16M | $6.8B |
| Since | 2016 | 2021 |
| Dividend yield | 4.53% | 3.97% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +4.3% |
| CAGR 3Y | +4.9% | +5.5% |
| CAGR 5Y | +1.2% | N/A |
| Sharpe 3Y | 0.28 | 0.86 |
| Volatility 1Y | 3.52% | 1.90% |
| Max drawdown | -14.52% | -8.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.