Screener
RLY vs LDSF
State Street Multi-Asset Real Return ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
Both RLY and LDSF are fixed income ETFs. RLY charges 0.50% a year and LDSF 0.77%. The main difference: RLY costs 0.27% less per year.
- RLY costs 0.27% less per year.
- RLY is much larger than LDSF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RLY has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.77% |
| Fund size (AUM) | $1.2B | $162M |
| Since | 2012 | 2019 |
| Dividend yield | 2.89% | 4.62% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.0% | +4.9% |
| CAGR 3Y | +14.0% | +5.4% |
| CAGR 5Y | +10.0% | +2.4% |
| Sharpe 3Y | 0.90 | 0.62 |
| Volatility 1Y | 10.38% | 2.04% |
| Max drawdown | -34.17% | -8.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.