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SDFI vs TAFI

AB Short Duration Income ETF vs AB Tax-Aware Short Duration Municipal ETF

SDFI

AB Short Duration Income ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$173M

TAFI

AB Tax-Aware Short Duration Municipal ETF

AllianceBernstein

Annual cost

0.27%

Fund size

$1.2B

Key differences

  • TAFI is significantly larger than SDFI — larger funds tend to be more liquid and less likely to close.
  • SDFI is classified as fixed income, while TAFI is alternative — different risk/return profiles.

Side-by-side comparison

SDFITAFI
Annual cost (TER)0.30%0.27%
Fund size (AUM)$173M$1.2B
Since20182022
Dividend yield4.67%3.17%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.8%+3.8%
CAGR 3YN/A+3.4%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.08
Volatility 1Y2.09%1.46%
Max drawdown-1.21%-2.14%

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

Similar to SDFI and TAFI