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BNDY vs CGSD

Horizon Core Bond ETF vs Capital Group Short Duration Income ETF

BNDY

Horizon Core Bond ETF

Annual cost

0.66%

Fund size

$186M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD costs 0.41% less per year.
  • CGSD is significantly larger than BNDY — larger funds tend to be more liquid and less likely to close.
  • BNDY is classified as alternative, while CGSD is fixed income — different risk/return profiles.
  • BNDY follows a option income strategy; CGSD uses active selection.

Side-by-side comparison

BNDYCGSD
Annual cost (TER)0.66%0.25%
Fund size (AUM)$186M$2.2B
Since20252022
Dividend yield4.48%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+4.6%
CAGR 3YN/A+5.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.80
Volatility 1Y1.47%
Max drawdown-3.93%-1.75%

Similar to BNDY and CGSD