Skip to content
Beacon
Screener

LODI vs CGSD

AAM SLC Low Duration Income ETF vs Capital Group Short Duration Income ETF

LODI

AAM SLC Low Duration Income ETF

Annual cost

0.15%

Fund size

$83M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both LODI and CGSD are fixed income ETFs. LODI charges 0.15% a year and CGSD 0.25%. The main difference: LODI costs 0.10% less per year.

  • LODI costs 0.10% less per year.
  • CGSD is much larger than LODI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LODICGSD
Annual cost (TER)0.15%0.25%
Fund size (AUM)$83M$2.3B
Since20242022
Dividend yield4.98%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.8%+4.1%
CAGR 3YN/A+5.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.74
Volatility 1Y2.41%1.47%
Max drawdown-1.02%-1.75%

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

Similar to LODI and CGSD