Screener
SDSI vs AOK
American Century Short Duration Strategic Income ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
SDSI is a fixed income ETF, while AOK is a mixed asset ETF. SDSI charges 0.32% a year and AOK 0.15%.
- SDSI is a fixed income fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
- AOK costs 0.17% less per year.
- AOK is much larger than SDSI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOK has delivered higher annualized returns.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDSI | AOK | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.15% |
| Fund size (AUM) | $218M | $787M |
| Since | 2022 | 2008 |
| Dividend yield | 4.84% | 3.28% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.8% | +11.1% |
| CAGR 3Y | +5.7% | +9.3% |
| CAGR 5Y | N/A | +3.7% |
| Sharpe 3Y | 0.94 | 0.87 |
| Volatility 1Y | 1.65% | 5.98% |
| Max drawdown | -1.29% | -18.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.