Screener
SDFI vs FORH
AB Short Duration Income ETF vs Formidable ETF
Key differences
SDFI is a fixed income ETF, while FORH is an alternative ETF. SDFI charges 0.30% a year and FORH 1.19%.
- SDFI is a fixed income fund, while FORH is an alternative fund. They carry different risk/return profiles.
- SDFI follows a active selection strategy; FORH uses option income.
- SDFI costs 0.89% less per year.
- SDFI is much larger than FORH. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SDFI | FORH | |
|---|---|---|
| Annual cost (TER) | 0.30% | 1.19% |
| Fund size (AUM) | $174M | $20M |
| Since | 2018 | 2021 |
| Dividend yield | 4.63% | 1.73% |
| Asset class | fixed income | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +4.4% | +9.5% |
| CAGR 3Y | N/A | +3.3% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | N/A | 0.06 |
| Volatility 1Y | 2.03% | 16.05% |
| Max drawdown | -1.21% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.