Screener
RHTX vs CGSD
RH Tactical Outlook ETF vs Capital Group Short Duration Income ETF
Key differences
RHTX is a mixed asset ETF, while CGSD is a fixed income ETF. RHTX charges 1.51% a year and CGSD 0.25%.
- RHTX is a mixed asset fund, while CGSD is a fixed income fund. They carry different risk/return profiles.
- RHTX covers global markets; CGSD covers North America.
- CGSD costs 1.26% less per year.
- CGSD is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RHTX has delivered higher annualized returns.
- RHTX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RHTX | CGSD | |
|---|---|---|
| Annual cost (TER) | 1.51% | 0.25% |
| Fund size (AUM) | $8M | $2.3B |
| Since | 2012 | 2022 |
| Dividend yield | 0.00% | 4.46% |
| Asset class | mixed asset | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.9% | +4.2% |
| CAGR 3Y | +15.3% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.75 | 0.85 |
| Volatility 1Y | 15.56% | 1.45% |
| Max drawdown | -24.68% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.