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SDSI vs LQDH

American Century Short Duration Strategic Income ETF vs iShares Interest Rate Hedged Corporate Bond ETF

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both SDSI and LQDH are fixed income ETFs. SDSI charges 0.32% a year and LQDH 0.24%. The main difference: SDSI follows a active selection strategy; LQDH uses index tracking.

  • SDSI follows a active selection strategy; LQDH uses index tracking.
  • LQDH costs 0.08% less per year.
  • Over the last three years, LQDH has delivered higher annualized returns.
  • LQDH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDSILQDH
Annual cost (TER)0.32%0.24%
Fund size (AUM)$218M$515M
Since20222014
Dividend yield4.84%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.8%+7.4%
CAGR 3Y+5.7%+8.3%
CAGR 5YN/A+5.3%
Sharpe 3Y0.941.31
Volatility 1Y1.65%2.71%
Max drawdown-1.29%-24.63%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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