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SDFI vs CGUI

AB Short Duration Income ETF vs Capital Group Ultra Short Income ETF

SDFI

AB Short Duration Income ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$173M

CGUI

Capital Group Ultra Short Income ETF

Capital Group

Annual cost

0.18%

Fund size

$246M

Key differences

  • CGUI costs 0.12% less per year.
  • SDFI follows a active selection strategy; CGUI uses index tracking.
  • SDFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDFICGUI
Annual cost (TER)0.30%0.18%
Fund size (AUM)$173M$246M
Since20182024
Dividend yield4.67%3.95%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.8%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.09%0.74%
Max drawdown-1.21%-0.18%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SDFI and CGUI