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CGSD vs NEAR

Capital Group Short Duration Income ETF vs iShares Short Duration Bond Active ETF

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGSDNEAR
Annual cost (TER)0.25%0.25%
Fund size (AUM)$2.2B$4.3B
Since20222013
Dividend yield4.48%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%+4.4%
CAGR 3Y+5.0%+5.6%
CAGR 5YN/A+3.8%
Sharpe 3Y0.701.18
Volatility 1Y1.46%1.37%
Max drawdown-1.75%-9.61%

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

Similar to CGSD and NEAR