Screener
SYFI vs BTR
AB Short Duration High Yield ETF vs Beacon Tactical Risk ETF
Key differences
SYFI is a fixed income ETF, while BTR is a mixed asset ETF. SYFI charges 0.40% a year and BTR 1.08%.
- SYFI is a fixed income fund, while BTR is a mixed asset fund. They carry different risk/return profiles.
- SYFI costs 0.68% less per year.
- SYFI is much larger than BTR. Larger funds are usually more liquid and less likely to close.
- SYFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SYFI | BTR | |
|---|---|---|
| Annual cost (TER) | 0.40% | 1.08% |
| Fund size (AUM) | $899M | $35M |
| Since | 2011 | 2023 |
| Dividend yield | 6.18% | 1.19% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.6% | +18.8% |
| CAGR 3Y | N/A | +4.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.14 |
| Volatility 1Y | 3.24% | 9.95% |
| Max drawdown | -4.49% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.