Screener
LMBS vs CGSD
First Trust Low Duration Opportunities ETF vs Capital Group Short Duration Income ETF
Key differences
Both LMBS and CGSD are fixed income ETFs. LMBS charges 0.66% a year and CGSD 0.25%. The main difference: LMBS follows a index tracking strategy; CGSD uses active selection.
- LMBS follows a index tracking strategy; CGSD uses active selection.
- CGSD costs 0.41% less per year.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LMBS | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.25% |
| Fund size (AUM) | $6.3B | $2.3B |
| Since | 2014 | 2022 |
| Dividend yield | 4.10% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.8% | +4.1% |
| CAGR 3Y | +5.6% | +5.1% |
| CAGR 5Y | +3.0% | N/A |
| Sharpe 3Y | 0.76 | 0.74 |
| Volatility 1Y | 1.97% | 1.47% |
| Max drawdown | -6.48% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.