Screener
BSR vs CGSD
Beacon Selective Risk ETF vs Capital Group Short Duration Income ETF
Key differences
Both BSR and CGSD are fixed income ETFs. BSR charges 1.09% a year and CGSD 0.25%. The main difference: CGSD costs 0.84% less per year.
- CGSD costs 0.84% less per year.
- CGSD is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSR has delivered higher annualized returns.
Side-by-side comparison
| BSR | CGSD | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.25% |
| Fund size (AUM) | $37M | $2.3B |
| Since | 2023 | 2022 |
| Dividend yield | 1.02% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.6% | +4.2% |
| CAGR 3Y | +7.8% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.32 | 0.85 |
| Volatility 1Y | 8.78% | 1.45% |
| Max drawdown | -15.68% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.