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JFLI vs CGSD

JPMorgan Flexible Income ETF vs Capital Group Short Duration Income ETF

JFLI

JPMorgan Flexible Income ETF

JPMorgan

Annual cost

0.35%

Fund size

$45M

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD costs 0.10% less per year.
  • CGSD is significantly larger than JFLI — larger funds tend to be more liquid and less likely to close.
  • JFLI is classified as mixed asset, while CGSD is fixed income — different risk/return profiles.

Side-by-side comparison

JFLICGSD
Annual cost (TER)0.35%0.25%
Fund size (AUM)$45M$2.2B
Since20252022
Dividend yield6.75%4.48%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+21.6%+4.4%
CAGR 3YN/A+5.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.70
Volatility 1Y8.39%1.46%
Max drawdown-12.87%-1.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to JFLI and CGSD