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CDX vs CGSD
Simplify High Yield ETF vs Capital Group Short Duration Income ETF
Key differences
- CGSD is significantly larger than CDX — larger funds tend to be more liquid and less likely to close.
- CDX is classified as alternative, while CGSD is fixed income — different risk/return profiles.
- CDX follows a multi strategy strategy; CGSD uses active selection.
- Over the last 3 years, CDX has delivered higher annualized returns.
Side-by-side comparison
| CDX | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.25% |
| Fund size (AUM) | $440M | $2.2B |
| Since | 2022 | 2022 |
| Dividend yield | 8.37% | 4.48% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.3% | +4.4% |
| CAGR 3Y | +7.8% | +5.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.42 | 0.70 |
| Volatility 1Y | 5.69% | 1.46% |
| Max drawdown | -13.24% | -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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