Screener
SDSI vs AGGY
American Century Short Duration Strategic Income ETF vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Key differences
Both SDSI and AGGY are fixed income ETFs. SDSI charges 0.32% a year and AGGY 0.12%. The main difference: SDSI follows a active selection strategy; AGGY uses index tracking.
- SDSI follows a active selection strategy; AGGY uses index tracking.
- AGGY costs 0.20% less per year.
- AGGY is much larger than SDSI. Larger funds are usually more liquid and less likely to close.
- AGGY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDSI | AGGY | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.12% |
| Fund size (AUM) | $218M | $875M |
| Since | 2022 | 2015 |
| Dividend yield | 4.84% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.8% | +5.5% |
| CAGR 3Y | +5.7% | +4.9% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | 0.94 | 0.26 |
| Volatility 1Y | 1.65% | 4.21% |
| Max drawdown | -1.29% | -20.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.