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HCOW vs CGSD

Amplify COWS Covered Call ETF vs Capital Group Short Duration Income ETF

HCOW

Amplify COWS Covered Call ETF

Annual cost

0.65%

Fund size

$17M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

HCOW is an alternative ETF, while CGSD is a fixed income ETF. HCOW charges 0.65% a year and CGSD 0.25%.

  • HCOW is an alternative fund, while CGSD is a fixed income fund. They carry different risk/return profiles.
  • HCOW follows a option income strategy; CGSD uses active selection.
  • CGSD costs 0.40% less per year.
  • CGSD is much larger than HCOW. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

HCOWCGSD
Annual cost (TER)0.65%0.25%
Fund size (AUM)$17M$2.3B
Since20232022
Dividend yield11.72%4.46%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+21.6%+4.1%
CAGR 3YN/A+5.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.74
Volatility 1Y13.86%1.47%
Max drawdown-24.15%-1.75%

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

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