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CGUI vs DFSD

Capital Group Ultra Short Income ETF vs Dimensional Short-Duration Fixed Income ETF

CGUI

Capital Group Ultra Short Income ETF

Capital Group

Annual cost

0.18%

Fund size

$246M

DFSD

Dimensional Short-Duration Fixed Income ETF

Dimensional Fund Advisors

Annual cost

0.16%

Fund size

$6.6B

Key differences

  • DFSD is significantly larger than CGUI — larger funds tend to be more liquid and less likely to close.
  • CGUI covers north america markets; DFSD covers global.
  • CGUI follows a index tracking strategy; DFSD uses active selection.

Side-by-side comparison

CGUIDFSD
Annual cost (TER)0.18%0.16%
Fund size (AUM)$246M$6.6B
Since20242021
Dividend yield3.95%3.97%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+4.5%+4.6%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.78
Volatility 1Y0.74%1.92%
Max drawdown-0.18%-8.45%

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

Similar to CGUI and DFSD