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CGSD vs SCSB

Capital Group Short Duration Income ETF vs Sterling Capital Short Duration Bond ETF

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

SCSB

Sterling Capital Short Duration Bond ETF

Sterling Capital Funds

Annual cost

0.33%

Fund size

$33M

Key differences

  • CGSD costs 0.08% less per year.
  • CGSD is significantly larger than SCSB — larger funds tend to be more liquid and less likely to close.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGSDSCSB
Annual cost (TER)0.25%0.33%
Fund size (AUM)$2.2B$33M
Since20221992
Dividend yield4.48%4.35%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%N/A
CAGR 3Y+5.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.70N/A
Volatility 1Y1.46%
Max drawdown-1.75%-0.60%

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

Similar to CGSD and SCSB