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FSIG vs CGSD

First Trust Limited Duration Investment Grade Corporate ETF vs Capital Group Short Duration Income ETF

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

Annual cost

0.44%

Fund size

$1.5B

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both FSIG and CGSD are fixed income ETFs. FSIG charges 0.44% a year and CGSD 0.25%. The main difference: FSIG follows a index tracking strategy; CGSD uses active selection.

  • FSIG follows a index tracking strategy; CGSD uses active selection.
  • CGSD costs 0.19% less per year.

Side-by-side comparison

FSIGCGSD
Annual cost (TER)0.44%0.25%
Fund size (AUM)$1.5B$2.3B
Since20212022
Dividend yield4.60%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.1%+4.1%
CAGR 3Y+5.0%+5.1%
CAGR 5YN/AN/A
Sharpe 3Y0.490.74
Volatility 1Y2.26%1.47%
Max drawdown-6.89%-1.75%

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

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