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RMIF vs CGSD

LHA Risk-Managed Income ETF vs Capital Group Short Duration Income ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both RMIF and CGSD are fixed income ETFs. RMIF charges 1.55% a year and CGSD 0.25%. The main difference: CGSD costs 1.30% less per year.

  • CGSD costs 1.30% less per year.
  • CGSD is much larger than RMIF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RMIFCGSD
Annual cost (TER)1.55%0.25%
Fund size (AUM)$26M$2.3B
Since20232022
Dividend yield5.29%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.0%+4.2%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.85
Volatility 1Y2.65%1.45%
Max drawdown-3.01%-1.75%

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

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