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FHYS vs CGSD

Federated Hermes Short Duration High Yield ETF vs Capital Group Short Duration Income ETF

FHYS

Federated Hermes Short Duration High Yield ETF

Annual cost

0.50%

Fund size

$51M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both FHYS and CGSD are fixed income ETFs. FHYS charges 0.50% a year and CGSD 0.25%. The main difference: FHYS follows a multi strategy strategy; CGSD uses active selection.

  • FHYS follows a multi strategy strategy; CGSD uses active selection.
  • CGSD costs 0.25% less per year.
  • CGSD is much larger than FHYS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FHYS has delivered higher annualized returns.

Side-by-side comparison

FHYSCGSD
Annual cost (TER)0.50%0.25%
Fund size (AUM)$51M$2.3B
Since20212022
Dividend yield5.78%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+6.3%+4.2%
CAGR 3Y+7.9%+5.3%
CAGR 5YN/AN/A
Sharpe 3Y1.200.85
Volatility 1Y2.70%1.45%
Max drawdown-11.63%-1.75%

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

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