Screener
YEAR vs LODI
AB Ultra Short Income ETF vs AAM SLC Low Duration Income ETF
Key differences
Both YEAR and LODI are fixed income ETFs. YEAR charges 0.25% a year and LODI 0.15%. The main difference: LODI costs 0.10% less per year.
- LODI costs 0.10% less per year.
- YEAR is much larger than LODI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| YEAR | LODI | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $1.5B | $83M |
| Since | 2022 | 2024 |
| Dividend yield | 4.19% | 4.98% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.8% | +5.8% |
| CAGR 3Y | +5.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.18 | N/A |
| Volatility 1Y | 0.77% | 2.41% |
| Max drawdown | -0.79% | -1.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.