SDFI vs. BPH

Last updated Jul 15, 2026

SDFI (AB Short Duration Income ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - SDFI is a Short-Term Bond fund tracking the Actively Managed, while BPH is a Energy Equities fund actively managed by Precidian. SDFI is passively managed, while BPH is actively managed. At a correlation of -0.42, they often move in opposite directions. SDFI charges 0.30%/yr vs 0.19%/yr for BPH.

Performance

SDFI vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Short Duration Income ETF (SDFI) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SDFI

• 1D: 0.13%
• 1M: 0.19%
• 6M: 0.90%
• YTD: 1.14%
• 1Y: 3.62%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: 1.14%
• 1M: -2.64%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SDFI vs. BPH - Yearly Performance Comparison

	2026 (YTD)
SDFI AB Short Duration Income ETF	0.46%
BPH BP p.l.c. ADRhedged ETF	-2.04%

Correlation

The correlation between SDFI and BPH is -0.42, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.42

Return for Risk

SDFI vs. BPH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SDFI

SDFI Risk / Return Rank: 77
SDFI Sharpe Ratio Rank: 73
SDFI Sortino Ratio Rank: 76
SDFI Omega Ratio Rank: 77
SDFI Calmar Ratio Rank: 74
SDFI Martin Ratio Rank: 83

BPH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SDFI vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AB Short Duration Income ETF (SDFI) and BP p.l.c. ADRhedged ETF (BPH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SDFI	BPH	Difference
Sharpe ratio: Return per unit of total volatility	1.87	—	—
Sortino ratio: Return per unit of downside risk	2.71	—	—
Omega ratio: Gain probability vs. loss probability	1.36	—	—
Calmar ratio: Return relative to maximum drawdown	3.03	—	—
Martin ratio: Return relative to average drawdown	13.10	—	—

Drawdowns

SDFI vs. BPH - Drawdown Comparison

The maximum SDFI drawdown since its inception was -1.21%, smaller than the maximum BPH drawdown of -15.58%. Use the drawdown chart below to compare losses from any high point for SDFI and BPH.

Drawdown Indicators

	SDFI	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-1.21%	-15.58%	+14.37%
Max Drawdown (1Y) Largest decline over 1 year	-1.20%	—	—
Current Drawdown Current decline from peak	-0.15%	-5.35%	+5.20%
Average Drawdown Average peak-to-trough decline	-0.22%	-6.73%	+6.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.28%	—	—

Volatility

Volatility by Period

	SDFI	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.59%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.43%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.97%	28.63%	-26.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.46%	28.63%	-26.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.46%	28.63%	-26.17%

SDFI vs. BPH - Expense Ratio Comparison

SDFI has a 0.30% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

SDFI vs. BPH - Dividend Comparison

SDFI's dividend yield for the trailing twelve months is around 4.55%, more than BPH's 0.51% yield.

Position	TTM	2025	2024
BPH BP p.l.c. ADRhedged ETF	0.51%	0.00%	0.00%
SDFI AB Short Duration Income ETF	4.55%	4.66%	3.11%

Frequently Asked Questions

Can I hold both SDFI and BPH in my portfolio?

SDFI and BPH have a correlation of -0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SDFI or BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SDFI or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.30% for SDFI.

Which ETF pays a higher dividend yield, SDFI or BPH?

SDFI has the higher dividend yield at 4.55%, compared with 0.51% for BPH.

What is the main difference between SDFI and BPH?

SDFI is categorized as Short-Term Bond, while BPH is Energy Equities. They also come from different issuers: AllianceBernstein and Precidian. Their fees differ too: 0.30% for SDFI and 0.19% for BPH.