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