Screener
SDFI vs RLY
AB Short Duration Income ETF vs State Street Multi-Asset Real Return ETF
Key differences
Both SDFI and RLY are fixed income ETFs. SDFI charges 0.30% a year and RLY 0.50%. 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
| SDFI | RLY | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.50% |
| Fund size (AUM) | $174M | $1.2B |
| Since | 2018 | 2012 |
| Dividend yield | 4.63% | 2.89% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +26.9% |
| CAGR 3Y | N/A | +14.1% |
| CAGR 5Y | N/A | +9.9% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | 2.04% | 10.35% |
| Max drawdown | -1.21% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.