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LGOV vs CGSD

First Trust Long Duration Opportunities ETF vs Capital Group Short Duration Income ETF

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both LGOV and CGSD are fixed income ETFs. LGOV charges 0.49% a year and CGSD 0.25%. The main difference: LGOV follows a index tracking strategy; CGSD uses active selection.

  • LGOV follows a index tracking strategy; CGSD uses active selection.
  • CGSD costs 0.24% less per year.
  • CGSD is much larger than LGOV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGSD has delivered higher annualized returns.

Side-by-side comparison

LGOVCGSD
Annual cost (TER)0.49%0.25%
Fund size (AUM)$664M$2.3B
Since20192022
Dividend yield4.25%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+4.1%
CAGR 3Y+2.1%+5.1%
CAGR 5Y-1.8%N/A
Sharpe 3Y-0.120.74
Volatility 1Y6.99%1.47%
Max drawdown-30.85%-1.75%

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

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