Screener
LDSF vs CGSM
First Trust Low Duration Strategic Focus ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both LDSF and CGSM are fixed income ETFs. LDSF charges 0.77% a year and CGSM 0.25%. The main difference: LDSF follows a active selection strategy; CGSM uses index tracking.
- LDSF follows a active selection strategy; CGSM uses index tracking.
- CGSM costs 0.52% less per year.
- CGSM is much larger than LDSF. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LDSF | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.77% | 0.25% |
| Fund size (AUM) | $162M | $1.2B |
| Since | 2019 | 2023 |
| Dividend yield | 4.62% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.7% | +4.5% |
| CAGR 3Y | +5.2% | N/A |
| CAGR 5Y | +2.3% | N/A |
| Sharpe 3Y | 0.55 | N/A |
| Volatility 1Y | 2.05% | 1.34% |
| Max drawdown | -8.56% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.