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YEAR vs HYDW

AB Ultra Short Income ETF vs Xtrackers Low Beta High Yield Bond ETF

YEAR

AB Ultra Short Income ETF

AllianceBernstein

Annual cost

0.25%

Fund size

$1.5B

HYDW

Xtrackers Low Beta High Yield Bond ETF

Xtrackers

Annual cost

0.20%

Fund size

$66M

Key differences

  • YEAR is significantly larger than HYDW — larger funds tend to be more liquid and less likely to close.
  • YEAR follows a active selection strategy; HYDW uses index tracking.
  • Over the last 3 years, HYDW has delivered higher annualized returns.

Side-by-side comparison

YEARHYDW
Annual cost (TER)0.25%0.20%
Fund size (AUM)$1.5B$66M
Since20222018
Dividend yield4.21%5.58%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.0%+6.4%
CAGR 3Y+5.0%+7.1%
CAGR 5YN/A+3.6%
Sharpe 3Y1.270.77
Volatility 1Y0.77%3.02%
Max drawdown-0.79%-17.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to YEAR and HYDW