Screener
CGSD vs ULST
Capital Group Short Duration Income ETF vs State Street Ultra Short Term Bond ETF
Key differences
Both CGSD and ULST are fixed income ETFs. CGSD charges 0.25% a year and ULST 0.20%. The main difference: CGSD is much larger than ULST. Larger funds are usually more liquid and less likely to close.
- CGSD is much larger than ULST. Larger funds are usually more liquid and less likely to close.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGSD | ULST | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.20% |
| Fund size (AUM) | $2.3B | $552M |
| Since | 2022 | 2013 |
| Dividend yield | 4.46% | 4.22% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.2% | +3.9% |
| CAGR 3Y | +5.3% | +4.9% |
| CAGR 5Y | N/A | +3.5% |
| Sharpe 3Y | 0.85 | 1.22 |
| Volatility 1Y | 1.45% | 0.66% |
| Max drawdown | -1.75% | -6.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.