SDFI vs. LODI

Last updated Jun 23, 2026

SDFI (AB Short Duration Income ETF) and LODI (AAM SLC Low Duration Income ETF) are both Short-Term Bond funds. SDFI is passively managed, while LODI is actively managed. Over the past year, SDFI returned 4.06% vs 5.47% for LODI. A 0.50 correlation means they provide meaningful diversification when combined. SDFI charges 0.30%/yr vs 0.15%/yr for LODI.

Performance

SDFI vs. LODI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Short Duration Income ETF (SDFI) and AAM SLC Low Duration Income ETF (LODI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SDFI achieves a 0.86% return, which is significantly lower than LODI's 1.94% return.

SDFI

• 1D: -0.06%
• 1M: 0.18%
• YTD: 0.86%
• 6M: 1.16%
• 1Y: 4.06%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LODI

• 1D: -0.04%
• 1M: 0.41%
• YTD: 1.94%
• 6M: 2.04%
• 1Y: 5.47%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SDFI vs. LODI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SDFI AB Short Duration Income ETF	0.86%	6.39%	0.07%
LODI AAM SLC Low Duration Income ETF	1.94%	6.04%	0.40%

Correlation

The correlation between SDFI and LODI is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.52
Correlation (All Time) Calculated using the full available price history since Dec 4, 2024	0.50

The correlation between SDFI and LODI has been stable across timeframes, ranging from 0.50 to 0.52 - a consistent structural relationship.

Return for Risk

SDFI vs. LODI — Risk / Return Rank

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

SDFI

SDFI Risk / Return Rank: 68
SDFI Sharpe Ratio Rank: 62
SDFI Sortino Ratio Rank: 66
SDFI Omega Ratio Rank: 69
SDFI Calmar Ratio Rank: 70
SDFI Martin Ratio Rank: 75

LODI

LODI Risk / Return Rank: 86
LODI Sharpe Ratio Rank: 75
LODI Sortino Ratio Rank: 82
LODI Omega Ratio Rank: 91
LODI Calmar Ratio Rank: 95
LODI Martin Ratio Rank: 89

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. LODI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AB Short Duration Income ETF (SDFI) and AAM SLC Low Duration Income ETF (LODI). 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	LODI	Difference
Sharpe ratio: Return per unit of total volatility	1.98	2.32	-0.33
Sortino ratio: Return per unit of downside risk	2.93	3.48	-0.55
Omega ratio: Gain probability vs. loss probability	1.39	1.57	-0.18
Calmar ratio: Return relative to maximum drawdown	3.39	7.35	-3.96
Martin ratio: Return relative to average drawdown	13.75	19.05	-5.30

SDFI vs. LODI - Sharpe Ratio Comparison

The current SDFI Sharpe Ratio is 1.98, which is comparable to the LODI Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of SDFI and LODI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SDFI vs. LODI - Drawdown Comparison

The maximum SDFI drawdown since its inception was -1.21%, which is greater than LODI's maximum drawdown of -1.01%. Use the drawdown chart below to compare losses from any high point for SDFI and LODI.

Drawdown Indicators

	SDFI	LODI	Difference
Max Drawdown Largest peak-to-trough decline	-1.21%	-1.01%	-0.20%
Max Drawdown (1Y) Largest decline over 1 year	-1.20%	-0.75%	-0.45%
Current Drawdown Current decline from peak	-0.23%	-0.10%	-0.13%
Average Drawdown Average peak-to-trough decline	-0.22%	-0.20%	-0.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.30%	0.29%	+0.01%

Volatility

SDFI vs. LODI - Volatility Comparison

AB Short Duration Income ETF (SDFI) has a higher volatility of 0.61% compared to AAM SLC Low Duration Income ETF (LODI) at 0.46%. This indicates that SDFI's price experiences larger fluctuations and is considered to be riskier than LODI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SDFI	LODI	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.61%	0.46%	+0.15%
Volatility (6M) Calculated over the trailing 6-month period	1.40%	1.15%	+0.25%
Volatility (1Y) Calculated over the trailing 1-year period	2.06%	2.38%	-0.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.48%	2.33%	+0.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.48%	2.33%	+0.15%

SDFI vs. LODI - Expense Ratio Comparison

SDFI has a 0.30% expense ratio, which is higher than LODI's 0.15% expense ratio.

Dividends

SDFI vs. LODI - Dividend Comparison

SDFI's dividend yield for the trailing twelve months is around 4.61%, less than LODI's 4.96% yield.

Position	TTM	2025	2024
LODI AAM SLC Low Duration Income ETF	4.96%	5.11%	0.38%
SDFI AB Short Duration Income ETF	4.61%	4.66%	3.11%

Frequently Asked Questions

Can I hold both SDFI and LODI in my portfolio?

SDFI and LODI have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SDFI or LODI?

SDFI has higher volatility (0.61%) compared to LODI (0.46%). In terms of maximum drawdown, SDFI dropped -1.21% vs LODI's -1.01%.

Which ETF is better, SDFI or LODI?

On 1-year performance, LODI leads with 5.47% vs 4.06% for SDFI. On fees, LODI is cheaper at 0.15% per year. On volatility, LODI has been the lower-risk option at 0.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SDFI or LODI?

Over the 1-year period, LODI has performed better with a 5.47% return vs 4.06%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SDFI or LODI?

LODI is cheaper with a 0.15% expense ratio, compared with 0.30% for SDFI.

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

LODI has the higher dividend yield at 4.96%, compared with 4.61% for SDFI.

What is the main difference between SDFI and LODI?

They also come from different issuers: AllianceBernstein and AAM. Their fees differ too: 0.30% for SDFI and 0.15% for LODI.

Which has better risk-adjusted returns?

LODI currently has the higher Sharpe Ratio (2.32 vs 1.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.