Screener
CGSD vs LMBS
Capital Group Short Duration Income ETF vs First Trust Low Duration Opportunities ETF
Key differences
Both CGSD and LMBS are fixed income ETFs. CGSD charges 0.25% a year and LMBS 0.66%. The main difference: CGSD follows a active selection strategy; LMBS uses index tracking.
- CGSD follows a active selection strategy; LMBS uses index tracking.
- CGSD costs 0.41% less per year.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGSD | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.66% |
| Fund size (AUM) | $2.3B | $6.3B |
| Since | 2022 | 2014 |
| Dividend yield | 4.46% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +5.8% |
| CAGR 3Y | +5.1% | +5.6% |
| CAGR 5Y | N/A | +3.0% |
| Sharpe 3Y | 0.74 | 0.76 |
| Volatility 1Y | 1.47% | 1.97% |
| Max drawdown | -1.75% | -6.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.