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CGSD vs LODI

Capital Group Short Duration Income ETF vs AAM SLC Low Duration Income ETF

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

LODI

AAM SLC Low Duration Income ETF

Annual cost

0.15%

Fund size

$83M

Key differences

Both CGSD and LODI are fixed income ETFs. CGSD charges 0.25% a year and LODI 0.15%. The main difference: LODI costs 0.10% less per year.

  • LODI costs 0.10% less per year.
  • CGSD is much larger than LODI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGSDLODI
Annual cost (TER)0.25%0.15%
Fund size (AUM)$2.3B$83M
Since20222024
Dividend yield4.46%4.98%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%+5.8%
CAGR 3Y+5.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.74N/A
Volatility 1Y1.47%2.41%
Max drawdown-1.75%-1.02%

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

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