Screener
STAX vs SDFI
Nomura Tax-Free USA Short Term ETF vs AB Short Duration Income ETF
Key differences
Both STAX and SDFI are fixed income ETFs. STAX charges 0.29% a year and SDFI 0.30%. The main difference: SDFI is much larger than STAX. Larger funds are usually more liquid and less likely to close.
- SDFI is much larger than STAX. Larger funds are usually more liquid and less likely to close.
- SDFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STAX | SDFI | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.30% |
| Fund size (AUM) | $6M | $174M |
| Since | 2023 | 2018 |
| Dividend yield | 3.23% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.0% | +4.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 1.03% | 2.09% |
| Max drawdown | -1.42% | -1.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.