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CGSD vs CGBL

Capital Group Short Duration Income ETF vs Capital Group Core Balanced ETF

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

Key differences

  • CGSD costs 0.08% less per year.
  • CGSD is classified as fixed income, while CGBL is mixed asset — different risk/return profiles.

Side-by-side comparison

CGSDCGBL
Annual cost (TER)0.25%0.33%
Fund size (AUM)$2.2B$6.1B
Since20222023
Dividend yield4.48%1.92%
Asset classfixed incomemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%+19.6%
CAGR 3Y+5.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.70N/A
Volatility 1Y1.46%9.65%
Max drawdown-1.75%-11.66%

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

Similar to CGSD and CGBL