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CGMS vs SDSI

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

CGMS

Capital Group U.S. Multi-Sector Income ETF

Capital Group

Annual cost

0.39%

Fund size

$4.7B

SDSI

American Century Short Duration Strategic Income ETF

American Century Investments

Annual cost

0.32%

Fund size

$193M

Key differences

  • SDSI costs 0.07% less per year.
  • CGMS is significantly larger than SDSI — larger funds tend to be more liquid and less likely to close.
  • CGMS follows a index tracking strategy; SDSI uses active selection.
  • Over the last 3 years, CGMS has delivered higher annualized returns.

Side-by-side comparison

CGMSSDSI
Annual cost (TER)0.39%0.32%
Fund size (AUM)$4.7B$193M
Since20222022
Dividend yield5.93%4.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.9%+5.6%
CAGR 3Y+8.0%+5.6%
CAGR 5YN/AN/A
Sharpe 3Y0.920.89
Volatility 1Y3.49%1.68%
Max drawdown-4.08%-1.29%

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

Similar to CGMS and SDSI