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DFGX vs CGSD

Dimensional International Core Fixed Income ETF vs Capital Group Short Duration Income ETF

DFGX

Dimensional International Core Fixed Income ETF

Annual cost

0.20%

Fund size

$1.6B

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both DFGX and CGSD are fixed income ETFs. DFGX charges 0.20% a year and CGSD 0.25%. The main difference: DFGX follows a index tracking strategy; CGSD uses active selection.

  • DFGX follows a index tracking strategy; CGSD uses active selection.
  • DFGX covers global markets excluding the US; CGSD covers North America.

Side-by-side comparison

DFGXCGSD
Annual cost (TER)0.20%0.25%
Fund size (AUM)$1.6B$2.3B
Since20232022
Dividend yield2.74%4.46%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyindex trackingactive selection
CAGR 1Y+3.3%+4.2%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.85
Volatility 1Y4.12%1.45%
Max drawdown-3.32%-1.75%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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