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FXED vs CGSD

Sound Enhanced Fixed Income ETF vs Capital Group Short Duration Income ETF

FXED

Sound Enhanced Fixed Income ETF

Annual cost

1.89%

Fund size

$40M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both FXED and CGSD are fixed income ETFs. FXED charges 1.89% a year and CGSD 0.25%. The main difference: CGSD costs 1.64% less per year.

  • CGSD costs 1.64% less per year.
  • CGSD is much larger than FXED. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FXED has delivered higher annualized returns.

Side-by-side comparison

FXEDCGSD
Annual cost (TER)1.89%0.25%
Fund size (AUM)$40M$2.3B
Since20202022
Dividend yield7.10%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.5%+4.2%
CAGR 3Y+6.6%+5.3%
CAGR 5Y+2.3%N/A
Sharpe 3Y0.380.85
Volatility 1Y6.85%1.45%
Max drawdown-20.07%-1.75%

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

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