Screener
RLY vs SDFI
State Street Multi-Asset Real Return ETF vs AB Short Duration Income ETF
Key differences
Both RLY and SDFI are fixed income ETFs. RLY charges 0.50% a year and SDFI 0.30%. The main difference: SDFI costs 0.20% less per year.
- SDFI costs 0.20% less per year.
- RLY is much larger than SDFI. Larger funds are usually more liquid and less likely to close.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | SDFI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.30% |
| Fund size (AUM) | $1.2B | $174M |
| Since | 2012 | 2018 |
| Dividend yield | 2.89% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.9% | +4.1% |
| CAGR 3Y | +14.1% | N/A |
| CAGR 5Y | +9.9% | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 10.35% | 2.04% |
| Max drawdown | -34.17% | -1.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.