Screener
SDSI vs IUSB
American Century Short Duration Strategic Income ETF vs iShares Core Universal USD Bond ETF
Key differences
Both SDSI and IUSB are fixed income ETFs. SDSI charges 0.32% a year and IUSB 0.06%. The main difference: SDSI follows a active selection strategy; IUSB uses index tracking.
- SDSI follows a active selection strategy; IUSB uses index tracking.
- IUSB costs 0.26% less per year.
- IUSB is much larger than SDSI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SDSI has delivered higher annualized returns.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDSI | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.06% |
| Fund size (AUM) | $218M | $39.8B |
| Since | 2022 | 2014 |
| Dividend yield | 4.84% | 4.24% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.8% | +5.2% |
| CAGR 3Y | +5.7% | +4.7% |
| CAGR 5Y | N/A | +0.5% |
| Sharpe 3Y | 0.94 | 0.23 |
| Volatility 1Y | 1.65% | 3.59% |
| Max drawdown | -1.29% | -17.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.