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CGSD vs JPLD

Capital Group Short Duration Income ETF vs J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

JPLD

J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF

JPMorgan

Annual cost

0.24%

Fund size

$3.8B

Key differences

  • CGSD follows a active selection strategy; JPLD uses index tracking.
  • JPLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGSDJPLD
Annual cost (TER)0.25%0.24%
Fund size (AUM)$2.2B$3.8B
Since20221993
Dividend yield4.48%4.21%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+5.0%
CAGR 3Y+5.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.70N/A
Volatility 1Y1.46%1.52%
Max drawdown-1.75%-1.17%

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

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