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LDSF vs CGSD

First Trust Low Duration Strategic Focus ETF vs Capital Group Short Duration Income ETF

LDSF

First Trust Low Duration Strategic Focus ETF

Annual cost

0.77%

Fund size

$162M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both LDSF and CGSD are fixed income ETFs. LDSF charges 0.77% a year and CGSD 0.25%. The main difference: CGSD costs 0.52% less per year.

  • CGSD costs 0.52% less per year.
  • CGSD is much larger than LDSF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LDSFCGSD
Annual cost (TER)0.77%0.25%
Fund size (AUM)$162M$2.3B
Since20192022
Dividend yield4.62%4.46%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.7%+4.1%
CAGR 3Y+5.2%+5.1%
CAGR 5Y+2.3%N/A
Sharpe 3Y0.550.74
Volatility 1Y2.05%1.47%
Max drawdown-8.56%-1.75%

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

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