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CGMS vs CGSD

Capital Group U.S. Multi-Sector Income ETF vs Capital Group Short Duration Income ETF

CGMS

Capital Group U.S. Multi-Sector Income ETF

Capital Group

Annual cost

0.39%

Fund size

$4.7B

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD costs 0.14% less per year.
  • CGMS follows a index tracking strategy; CGSD uses active selection.
  • Over the last 3 years, CGMS has delivered higher annualized returns.

Side-by-side comparison

CGMSCGSD
Annual cost (TER)0.39%0.25%
Fund size (AUM)$4.7B$2.2B
Since20222022
Dividend yield5.93%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.9%+4.4%
CAGR 3Y+8.0%+5.0%
CAGR 5YN/AN/A
Sharpe 3Y0.920.70
Volatility 1Y3.49%1.46%
Max drawdown-4.08%-1.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGMS and CGSD