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BCSM vs CGSD
Baron SMID Cap ETF vs Capital Group Short Duration Income ETF
Key differences
- CGSD costs 0.50% less per year.
- CGSD is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
- BCSM is classified as equity, while CGSD is fixed income — different risk/return profiles.
- BCSM follows a index tracking strategy; CGSD uses active selection.
Side-by-side comparison
| BCSM | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.25% |
| Fund size (AUM) | $29M | $2.2B |
| Since | 2025 | 2022 |
| Dividend yield | — | 4.48% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +4.5% |
| CAGR 3Y | N/A | +5.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | — | 1.47% |
| Max drawdown | -17.45% | -1.75% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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