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SCUS vs LDSF

Schwab Ultra-Short Income ETF vs First Trust Low Duration Strategic Focus ETF

SCUS

Schwab Ultra-Short Income ETF

Annual cost

0.14%

Fund size

$237M

LDSF

First Trust Low Duration Strategic Focus ETF

Annual cost

0.77%

Fund size

$162M

Key differences

Both SCUS and LDSF are fixed income ETFs. SCUS charges 0.14% a year and LDSF 0.77%. The main difference: SCUS costs 0.63% less per year.

  • SCUS costs 0.63% less per year.
  • LDSF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCUSLDSF
Annual cost (TER)0.14%0.77%
Fund size (AUM)$237M$162M
Since20242019
Dividend yield4.02%4.62%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+4.2%+4.9%
CAGR 3YN/A+5.4%
CAGR 5YN/A+2.4%
Sharpe 3YN/A0.62
Volatility 1Y0.66%2.04%
Max drawdown-0.17%-8.56%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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