Screener
RFCI vs CGSD
ALPS Dynamic Core Income ETF vs Capital Group Short Duration Income ETF
Key differences
Both RFCI and CGSD are fixed income ETFs. RFCI charges 0.51% a year and CGSD 0.25%. The main difference: CGSD costs 0.26% less per year.
- CGSD costs 0.26% less per year.
- CGSD is much larger than RFCI. Larger funds are usually more liquid and less likely to close.
- RFCI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RFCI | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.51% | 0.25% |
| Fund size (AUM) | $16M | $2.3B |
| Since | 2016 | 2022 |
| Dividend yield | 4.53% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +4.2% |
| CAGR 3Y | +4.9% | +5.3% |
| CAGR 5Y | +1.2% | N/A |
| Sharpe 3Y | 0.28 | 0.85 |
| Volatility 1Y | 3.52% | 1.45% |
| Max drawdown | -14.52% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.