Screener
CGSM vs LDSF
Capital Group Short Duration Municipal Income ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
Both CGSM and LDSF are fixed income ETFs. CGSM charges 0.25% a year and LDSF 0.77%. The main difference: CGSM follows a index tracking strategy; LDSF uses active selection.
- CGSM follows a index tracking strategy; LDSF uses active selection.
- CGSM costs 0.52% less per year.
- CGSM is much larger than LDSF. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGSM | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.77% |
| Fund size (AUM) | $1.2B | $162M |
| Since | 2023 | 2019 |
| Dividend yield | 3.00% | 4.62% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +4.7% |
| CAGR 3Y | N/A | +5.2% |
| CAGR 5Y | N/A | +2.3% |
| Sharpe 3Y | N/A | 0.55 |
| Volatility 1Y | 1.34% | 2.05% |
| Max drawdown | -1.42% | -8.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.