Screener
CGSD vs SIO
Capital Group Short Duration Income ETF vs Touchstone Strategic Income ETF
Key differences
Both CGSD and SIO are fixed income ETFs. CGSD charges 0.25% a year and SIO 0.50%. The main difference: CGSD costs 0.25% less per year.
- CGSD costs 0.25% less per year.
- CGSD is much larger than SIO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SIO has delivered higher annualized returns.
Side-by-side comparison
| CGSD | SIO | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.50% |
| Fund size (AUM) | $2.3B | $260M |
| Since | 2022 | 2022 |
| Dividend yield | 4.46% | 5.12% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.2% | +6.5% |
| CAGR 3Y | +5.3% | +7.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.85 | 0.80 |
| Volatility 1Y | 1.45% | 4.37% |
| Max drawdown | -1.75% | -7.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.