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CGSD vs ZHOG

Capital Group Short Duration Income ETF vs F/m Opportunistic Income ETF

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

Key differences

  • CGSD costs 0.18% less per year.
  • CGSD is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CGSDZHOG
Annual cost (TER)0.25%0.43%
Fund size (AUM)$2.2B$45M
Since20222023
Dividend yield4.48%5.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%+5.9%
CAGR 3Y+5.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.70N/A
Volatility 1Y1.46%1.61%
Max drawdown-1.75%-3.66%

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

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