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TAFI vs SDSI

AB Tax-Aware Short Duration Municipal ETF vs American Century Short Duration Strategic Income ETF

TAFI

AB Tax-Aware Short Duration Municipal ETF

Annual cost

0.27%

Fund size

$1.3B

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

Key differences

Both TAFI and SDSI are fixed income ETFs. TAFI charges 0.27% a year and SDSI 0.32%. 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

TAFISDSI
Annual cost (TER)0.27%0.32%
Fund size (AUM)$1.3B$218M
Since20222022
Dividend yield3.17%4.84%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.8%+4.8%
CAGR 3Y+3.7%+5.7%
CAGR 5YN/AN/A
Sharpe 3Y0.040.94
Volatility 1Y1.46%1.65%
Max drawdown-2.14%-1.29%

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

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