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CANQ vs CGSD

Calamos Nasdaq Equity & Income ETF vs Capital Group Short Duration Income ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both CANQ and CGSD are fixed income ETFs. CANQ charges 0.94% a year and CGSD 0.25%. The main difference: CANQ follows a option income strategy; CGSD uses active selection.

  • CANQ follows a option income strategy; CGSD uses active selection.
  • CGSD costs 0.69% less per year.
  • CGSD is much larger than CANQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CANQCGSD
Annual cost (TER)0.94%0.25%
Fund size (AUM)$25M$2.3B
Since20242022
Dividend yield4.32%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+14.2%+4.1%
CAGR 3YN/A+5.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.74
Volatility 1Y11.08%1.47%
Max drawdown-12.79%-1.75%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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