Screener
CGSD vs FORH
Capital Group Short Duration Income ETF vs Formidable ETF
Key differences
CGSD is a fixed income ETF, while FORH is an alternative ETF. CGSD charges 0.25% a year and FORH 1.19%.
- CGSD is a fixed income fund, while FORH is an alternative fund. They carry different risk/return profiles.
- CGSD follows a active selection strategy; FORH uses option income.
- CGSD costs 0.94% less per year.
- CGSD is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGSD has delivered higher annualized returns.
Side-by-side comparison
| CGSD | FORH | |
|---|---|---|
| Annual cost (TER) | 0.25% | 1.19% |
| Fund size (AUM) | $2.3B | $20M |
| Since | 2022 | 2021 |
| Dividend yield | 4.46% | 1.73% |
| Asset class | fixed income | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +4.2% | +9.5% |
| CAGR 3Y | +5.3% | +3.3% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | 0.85 | 0.06 |
| Volatility 1Y | 1.45% | 16.05% |
| Max drawdown | -1.75% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.