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SDFI vs ZHOG

AB Short Duration Income ETF vs F/m Opportunistic Income ETF

SDFI

AB Short Duration Income ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$173M

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

Key differences

  • SDFI costs 0.13% less per year.
  • SDFI is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • SDFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDFIZHOG
Annual cost (TER)0.30%0.43%
Fund size (AUM)$173M$45M
Since20182023
Dividend yield4.67%5.60%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.8%+5.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.09%1.61%
Max drawdown-1.21%-3.66%

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

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