Screener
FORH vs CGSD
Formidable ETF vs Capital Group Short Duration Income ETF
Key differences
FORH is an alternative ETF, while CGSD is a fixed income ETF. FORH charges 1.19% a year and CGSD 0.25%.
- FORH is an alternative fund, while CGSD is a fixed income fund. They carry different risk/return profiles.
- FORH follows a option income strategy; CGSD uses active selection.
- CGSD costs 0.94% less per year.
- CGSD is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGSD has delivered higher annualized returns.
Side-by-side comparison
| FORH | CGSD | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.25% |
| Fund size (AUM) | $20M | $2.3B |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 4.46% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +9.5% | +4.2% |
| CAGR 3Y | +3.3% | +5.3% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.06 | 0.85 |
| Volatility 1Y | 16.05% | 1.45% |
| Max drawdown | -20.73% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.