Screener
AOM vs CGSD
iShares Core 40/60 Moderate Allocation ETF vs Capital Group Short Duration Income ETF
Key differences
AOM is a mixed asset ETF, while CGSD is a fixed income ETF. AOM charges 0.15% a year and CGSD 0.25%.
- AOM is a mixed asset fund, while CGSD is a fixed income fund. They carry different risk/return profiles.
- AOM follows a index tracking strategy; CGSD uses active selection.
- AOM costs 0.10% less per year.
- Over the last three years, AOM has delivered higher annualized returns.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOM | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $1.8B | $2.3B |
| Since | 2008 | 2022 |
| Dividend yield | 2.98% | 4.46% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +13.4% | +4.2% |
| CAGR 3Y | +10.9% | +5.3% |
| CAGR 5Y | +4.8% | N/A |
| Sharpe 3Y | 0.96 | 0.85 |
| Volatility 1Y | 6.90% | 1.45% |
| Max drawdown | -19.96% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.