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CGSD vs LDSF

Capital Group Short Duration Income ETF vs First Trust Low Duration Strategic Focus ETF

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

LDSF

First Trust Low Duration Strategic Focus ETF

Annual cost

0.77%

Fund size

$162M

Key differences

Both CGSD and LDSF are fixed income ETFs. CGSD charges 0.25% a year and LDSF 0.77%. The main difference: CGSD costs 0.52% less per year.

  • CGSD costs 0.52% less per year.
  • CGSD is much larger than LDSF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGSDLDSF
Annual cost (TER)0.25%0.77%
Fund size (AUM)$2.3B$162M
Since20222019
Dividend yield4.46%4.62%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%+4.7%
CAGR 3Y+5.1%+5.2%
CAGR 5YN/A+2.3%
Sharpe 3Y0.740.55
Volatility 1Y1.47%2.05%
Max drawdown-1.75%-8.56%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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