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FLXI vs CGSD

Invesco Flexible Income ETF vs Capital Group Short Duration Income ETF

FLXI

Invesco Flexible Income ETF

Annual cost

0.39%

Fund size

$15M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both FLXI and CGSD are fixed income ETFs. FLXI charges 0.39% a year and CGSD 0.25%. The main difference: FLXI covers global markets; CGSD covers North America.

  • FLXI covers global markets; CGSD covers North America.
  • CGSD costs 0.14% less per year.
  • CGSD is much larger than FLXI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FLXICGSD
Annual cost (TER)0.39%0.25%
Fund size (AUM)$15M$2.3B
Since20262022
Dividend yield4.46%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+4.2%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.85
Volatility 1Y1.45%
Max drawdown-3.51%-1.75%

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

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