SDFI vs VOO
SDFI vs VOO
AB Short Duration Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SDFI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $185M | $979.0B | |
| Dividend Yield | 4.54% | 1.09% | |
| Holdings | 552 | 509 | |
| YTD Return | +0.85% | +11.51% | |
| 1Y Return | +2.95% | +21.46% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | 1.8% | 14.1% | |
| Max Drawdown | -1.2% | -34.3% | |
| Fund Family | AllianceBernstein L.P. | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 10, 2024 | Sep 7, 2010 |
SDFI vs VOO Performance
AB Short Duration Income ETF (SDFI) is a ETF from AllianceBernstein L.P. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SDFI returned +2.95% while VOO returned +21.46%. Year to date, SDFI is up 0.85% versus a gain of 11.51% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.8% for SDFI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -1.2% for SDFI and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SDFI charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, SDFI currently yields 4.54% against 1.09% for VOO.
Holdings Overlap
SDFI and VOO share 0 holdings out of 846 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SDFI or VOO?
SDFI has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, SDFI or VOO?
Over the past year SDFI returned +2.95% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SDFI annualized +4.92% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, SDFI or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.8% for SDFI. Worst drawdown: SDFI -1.2% vs VOO -34.3%.
Should I hold both SDFI and VOO?
SDFI and VOO have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SDFI and VOO?
SDFI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 846 unique securities.
Which pays a higher dividend, SDFI or VOO?
SDFI yields 4.54% while VOO yields 1.09%, so SDFI currently pays the higher dividend yield.
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