Screener
FTSM vs CGSD
First Trust Enhanced Short Maturity ETF vs Capital Group Short Duration Income ETF
Key differences
Both FTSM and CGSD are fixed income ETFs. FTSM charges 0.29% a year and CGSD 0.25%. The main difference: FTSM follows a index tracking strategy; CGSD uses active selection.
- FTSM follows a index tracking strategy; CGSD uses active selection.
- FTSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTSM | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.25% |
| Fund size (AUM) | $6.4B | $2.3B |
| Since | 2014 | 2022 |
| Dividend yield | 4.16% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.2% | +4.2% |
| CAGR 3Y | +4.9% | +5.3% |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 2.45 | 0.85 |
| Volatility 1Y | 0.48% | 1.45% |
| Max drawdown | -4.12% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.