Screener
SDSI vs TAFI
American Century Short Duration Strategic Income ETF vs AB Tax-Aware Short Duration Municipal ETF
Key differences
Both SDSI and TAFI are fixed income ETFs. SDSI charges 0.32% a year and TAFI 0.27%. The main difference: TAFI is much larger than SDSI. Larger funds are usually more liquid and less likely to close.
- TAFI 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.
Side-by-side comparison
| SDSI | TAFI | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.27% |
| Fund size (AUM) | $218M | $1.3B |
| Since | 2022 | 2022 |
| Dividend yield | 4.84% | 3.17% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.8% | +3.8% |
| CAGR 3Y | +5.7% | +3.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.94 | 0.04 |
| Volatility 1Y | 1.65% | 1.46% |
| Max drawdown | -1.29% | -2.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.