Screener
YLD vs SDFI
Principal Active High Yield ETF vs AB Short Duration Income ETF
Key differences
- SDFI costs 0.09% less per year.
- YLD is significantly larger than SDFI — larger funds tend to be more liquid and less likely to close.
- YLD is classified as alternative, while SDFI is fixed income — different risk/return profiles.
- YLD follows a multi strategy strategy; SDFI uses active selection.
Side-by-side comparison
| YLD | SDFI | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.30% |
| Fund size (AUM) | $524M | $173M |
| Since | 2015 | 2018 |
| Dividend yield | 7.31% | 4.67% |
| Asset class | alternative | fixed income |
| Region | global | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +8.3% | +4.8% |
| CAGR 3Y | +8.9% | N/A |
| CAGR 5Y | +5.0% | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 4.32% | 2.09% |
| Max drawdown | -28.34% | -1.21% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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