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HYFI vs CGSD

AB High Yield ETF vs Capital Group Short Duration Income ETF

HYFI

AB High Yield ETF

Annual cost

0.40%

Fund size

$341M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both HYFI and CGSD are fixed income ETFs. HYFI charges 0.40% a year and CGSD 0.25%. The main difference: CGSD costs 0.15% less per year.

  • CGSD costs 0.15% less per year.
  • CGSD is much larger than HYFI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HYFI has delivered higher annualized returns.
  • HYFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYFICGSD
Annual cost (TER)0.40%0.25%
Fund size (AUM)$341M$2.3B
Since20162022
Dividend yield6.71%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.5%+4.3%
CAGR 3Y+9.1%+5.2%
CAGR 5YN/AN/A
Sharpe 3Y0.980.79
Volatility 1Y3.96%1.45%
Max drawdown-6.34%-1.75%

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

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