Screener
SJLD vs RFCI
SanJac Alpha Low Duration ETF vs ALPS Dynamic Core Income ETF
Key differences
Both SJLD and RFCI are fixed income ETFs. SJLD charges 0.35% a year and RFCI 0.51%. The main difference: SJLD covers North America; RFCI covers global markets.
- SJLD covers North America; RFCI covers global markets.
- SJLD costs 0.16% less per year.
- RFCI is much larger than SJLD. Larger funds are usually more liquid and less likely to close.
- RFCI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SJLD | RFCI | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.51% |
| Fund size (AUM) | $3M | $16M |
| Since | 2024 | 2016 |
| Dividend yield | 3.96% | 4.53% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.0% | +4.5% |
| CAGR 3Y | N/A | +4.9% |
| CAGR 5Y | N/A | +1.2% |
| Sharpe 3Y | N/A | 0.28 |
| Volatility 1Y | 1.97% | 3.52% |
| Max drawdown | -1.04% | -14.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.