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XFLX vs SDFI

FundX Flexible ETF vs AB Short Duration Income ETF

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

SDFI

AB Short Duration Income ETF

Annual cost

0.30%

Fund size

$174M

Key differences

Both XFLX and SDFI are fixed income ETFs. XFLX charges 0.97% a year and SDFI 0.30%. The main difference: SDFI costs 0.67% less per year.

  • SDFI costs 0.67% less per year.
  • SDFI is much larger than XFLX. Larger funds are usually more liquid and less likely to close.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XFLXSDFI
Annual cost (TER)0.97%0.30%
Fund size (AUM)$50M$174M
Since20022018
Dividend yield9.67%4.63%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+4.5%+4.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.57%2.09%
Max drawdown-6.54%-1.21%

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

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