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CGSD vs IGIB

Capital Group Short Duration Income ETF vs iShares 5-10 Year Investment Grade Corporate Bond ETF

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$17.9B

Key differences

  • IGIB costs 0.21% less per year.
  • IGIB is significantly larger than CGSD — larger funds tend to be more liquid and less likely to close.
  • CGSD follows a active selection strategy; IGIB uses index tracking.
  • Over the last 3 years, IGIB has delivered higher annualized returns.
  • IGIB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGSDIGIB
Annual cost (TER)0.25%0.04%
Fund size (AUM)$2.2B$17.9B
Since20222007
Dividend yield4.48%4.73%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+7.2%
CAGR 3Y+5.0%+6.0%
CAGR 5YN/A+1.4%
Sharpe 3Y0.700.44
Volatility 1Y1.46%4.20%
Max drawdown-1.75%-20.63%

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

Similar to CGSD and IGIB