Screener
SDSI vs LMBS
American Century Short Duration Strategic Income ETF vs First Trust Low Duration Opportunities ETF
Key differences
Both SDSI and LMBS are fixed income ETFs. SDSI charges 0.32% a year and LMBS 0.66%. The main difference: SDSI follows a active selection strategy; LMBS uses index tracking.
- SDSI follows a active selection strategy; LMBS uses index tracking.
- SDSI costs 0.34% less per year.
- LMBS is much larger than SDSI. Larger funds are usually more liquid and less likely to close.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDSI | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.66% |
| Fund size (AUM) | $218M | $6.3B |
| Since | 2022 | 2014 |
| Dividend yield | 4.84% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.8% | +5.9% |
| CAGR 3Y | +5.7% | +5.8% |
| CAGR 5Y | N/A | +3.1% |
| Sharpe 3Y | 0.94 | 0.83 |
| Volatility 1Y | 1.65% | 1.94% |
| Max drawdown | -1.29% | -6.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.