SDFI vs RSPM

Comparison between AB SHORT DURATION INCOME ETF (SDFI, ETF) and INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF (RSPM, ETF).

SDFI vs RSPM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SDFI(ETF)	RSPM(ETF)
Net Assets	$176M	$176M
Expense Ratio	0.30%	0.40%
Max Drawdown	2.33%	62.53%
Sharpe Ratio	-0.00	0.67
5Y Beta	0.02	0.83
P/E Ratio	N/A	42.53
Forward P/E	N/A	16.27
PEG Ratio	N/A	0.43
5Y Dividends CAGR	N/A	8.51%
5Y EPS CAGR	N/A	9.09%
Debt to Equity	N/A	36.01%
P/S Ratio	N/A	1.54
P/B Ratio	N/A	2.25

Net Assets

SDFI

$176M

RSPM

$176M

Expense Ratio

Winner

SDFI

0.30%

RSPM

0.40%

Max Drawdown

Winner

SDFI

2.33%

RSPM

62.53%

Sharpe Ratio

SDFI

-0.00

Winner

RSPM

0.67

5Y Beta

Winner

SDFI

0.02

RSPM

0.83

P/E Ratio

SDFI

N/A

RSPM

42.53

Forward P/E

SDFI

N/A

RSPM

16.27

PEG Ratio

SDFI

N/A

RSPM

0.43

5Y Dividends CAGR

SDFI

N/A

RSPM

8.51%

5Y EPS CAGR

SDFI

N/A

RSPM

9.09%

Debt to Equity

SDFI

N/A

RSPM

36.01%

P/S Ratio

SDFI

N/A

RSPM

1.54

P/B Ratio

SDFI

N/A

RSPM

2.25

SDFI vs RSPM - Historical Returns

Returns include dividend reinvestment.

Period	SDFI	RSPM
1 month	+0.29%	-2.23%
3 months	+0.35%	-3.33%
6 months	+1.15%	+3.32%
1 year	+3.70%	+15.41%
5 years(CAGR)	N/A	+5.65%
10 years(CAGR)	N/A	+10.15%
Max(CAGR)	+5.34%	+9.13%

Winner

SDFI

+0.29%

RSPM

-2.23%

Winner

SDFI

+0.35%

RSPM

-3.33%

SDFI

+1.15%

Winner

RSPM

+3.32%

SDFI

+3.70%

Winner

RSPM

+15.41%

5Y(CAGR)

SDFI

N/A

RSPM

+5.65%

10Y(CAGR)

SDFI

N/A

RSPM

+10.15%

Max(CAGR)

SDFI

+5.34%

Winner

RSPM

+9.13%

SDFI vs RSPM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SDFI	RSPM
2026	+1.17%	+11.28%
2025	+6.33%	+8.01%
2024	+3.71%	-1.50%
2023	N/A	+8.04%
2022	N/A	-9.14%
2021	N/A	+32.68%
2020	N/A	+24.05%
2019	N/A	+24.90%
2018	N/A	-16.22%
2017	N/A	+25.06%
2016	N/A	+23.14%
2015	N/A	-7.52%
2014	N/A	+7.62%
2013	N/A	+21.75%
2012	N/A	+13.63%
2011	N/A	-10.31%
2010	N/A	+20.08%
2009	N/A	+62.05%
2008	N/A	-41.61%
2007	N/A	+11.15%
2006	N/A	+5.28%

SDFI vs RSPM Drawdown Comparison

The maximum drawdown for SDFI was -1.21%, occurring on Apr 11, 2025. Recovery took 16 trading sessions.

The maximum drawdown for RSPM was -61.18%, occurring on Mar 6, 2009. Recovery took 696 trading sessions.

The current SDFI drawdown is -0.14%. The current RSPM drawdown is -6.25%.

Rank	SDFI	RSPM
#1	-1.21% Apr 3, 2025 - Apr 28, 2025	-61.18% Jul 19, 2007 - Apr 23, 2010
#2	-1.20% Feb 27, 2026 - Apr 17, 2026	-39.82% Dec 26, 2019 - Aug 28, 2020
#3	-1.03% Sep 24, 2024 - Nov 19, 2024	-29.89% Apr 5, 2011 - Jan 2, 2013
#4	-0.80% Nov 19, 2024 - Dec 6, 2024	-28.24% May 15, 2015 - Nov 10, 2016
#5	-0.66% Jul 17, 2024 - Jul 29, 2024	-27.20% Sep 27, 2024 - Jan 13, 2026
#6	-0.65% Dec 9, 2024 - Jan 16, 2025	-25.13% Apr 20, 2022 - May 20, 2024
#7	-0.63% Jun 30, 2025 - Jul 23, 2025	-23.62% Jan 26, 2018 - Dec 12, 2019
#8	-0.61% Apr 17, 2026 - May 29, 2026	-18.13% Apr 23, 2010 - Oct 13, 2010
#9	-0.53% Apr 30, 2025 - May 15, 2025	-12.32% Feb 11, 2026 - Mar 20, 2026
#10	-0.49% Oct 27, 2025 - Nov 21, 2025	-11.16% May 17, 2021 - Nov 8, 2021
#11	-0.43% Aug 14, 2024 - Aug 20, 2024	-11.06% Sep 5, 2014 - Feb 5, 2015
#12	-0.42% Feb 5, 2025 - Feb 14, 2025	-9.37% Jan 12, 2021 - Feb 24, 2021
#13	-0.42% Jul 23, 2025 - Aug 1, 2025	-8.60% Feb 17, 2011 - Apr 5, 2011
#14	-0.41% May 15, 2025 - May 30, 2025	-8.03% Sep 17, 2020 - Oct 8, 2020
#15	-0.39% Aug 2, 2024 - Aug 14, 2024	-7.86% Nov 12, 2021 - Dec 28, 2021

Correlation

Correlation between SDFI and RSPM is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2006 - 2026)

SDFI vs RSPM dividend yield comparison.

Year	SDFI	RSPM
2026	2.20%	0.88%
2025	4.66%	2.07%
2024	3.11%	2.04%
2023	0.00%	2.05%
2022	0.00%	2.19%
2021	0.00%	1.43%
2020	0.00%	1.57%
2019	0.00%	1.81%
2018	0.00%	1.83%
2017	0.00%	1.50%
2016	0.00%	1.28%
2015	0.00%	1.57%
2014	0.00%	1.45%
2013	0.00%	1.36%
2012	0.00%	1.66%
2011	0.00%	1.82%
2010	0.00%	2.64%
2009	0.00%	1.16%
2008	0.00%	2.97%
2007	0.00%	1.96%
2006	0.00%	0.29%