Screener
CGSM vs DFSD
Capital Group Short Duration Municipal Income ETF vs Dimensional Short-Duration Fixed Income ETF
Key differences
- DFSD costs 0.09% less per year.
- DFSD is significantly larger than CGSM — larger funds tend to be more liquid and less likely to close.
- CGSM covers north america markets; DFSD covers global.
- CGSM follows a index tracking strategy; DFSD uses active selection.
Side-by-side comparison
| CGSM | DFSD | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.16% |
| Fund size (AUM) | $1.1B | $6.6B |
| Since | 2023 | 2021 |
| Dividend yield | 3.04% | 3.97% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +4.6% |
| CAGR 3Y | N/A | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 1.33% | 1.92% |
| Max drawdown | -1.42% | -8.45% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CGSM and DFSD
Explore further