Screener
DMBS vs CGSD
Mortgage ETF vs Capital Group Short Duration Income ETF
Key differences
Both DMBS and CGSD are fixed income ETFs. DMBS charges 0.39% a year and CGSD 0.25%. The main difference: CGSD costs 0.14% less per year.
- CGSD costs 0.14% less per year.
- CGSD is much larger than DMBS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| DMBS | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $690M | $2.3B |
| Since | 2023 | 2022 |
| Dividend yield | 5.04% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.4% | +4.2% |
| CAGR 3Y | +4.7% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.19 | 0.85 |
| Volatility 1Y | 4.12% | 1.45% |
| Max drawdown | -8.03% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.