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YEAR vs LDSF

AB Ultra Short Income ETF vs First Trust Low Duration Strategic Focus ETF

YEAR

AB Ultra Short Income ETF

Annual cost

0.25%

Fund size

$1.5B

LDSF

First Trust Low Duration Strategic Focus ETF

Annual cost

0.77%

Fund size

$162M

Key differences

Both YEAR and LDSF are fixed income ETFs. YEAR charges 0.25% a year and LDSF 0.77%. The main difference: YEAR costs 0.52% less per year.

  • YEAR costs 0.52% less per year.
  • YEAR is much larger than LDSF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

YEARLDSF
Annual cost (TER)0.25%0.77%
Fund size (AUM)$1.5B$162M
Since20222019
Dividend yield4.19%4.62%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+3.8%+4.9%
CAGR 3Y+5.0%+5.4%
CAGR 5YN/A+2.4%
Sharpe 3Y1.240.62
Volatility 1Y0.77%2.04%
Max drawdown-0.79%-8.56%

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

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