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SCIO vs CGSD

First Trust Structured Credit Income Opportunities ETF vs Capital Group Short Duration Income ETF

SCIO

First Trust Structured Credit Income Opportunities ETF

Annual cost

0.70%

Fund size

$381M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both SCIO and CGSD are fixed income ETFs. SCIO charges 0.70% a year and CGSD 0.25%. The main difference: SCIO follows a multi strategy strategy; CGSD uses active selection.

  • SCIO follows a multi strategy strategy; CGSD uses active selection.
  • CGSD costs 0.45% less per year.
  • CGSD is much larger than SCIO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SCIOCGSD
Annual cost (TER)0.70%0.25%
Fund size (AUM)$381M$2.3B
Since20242022
Dividend yield6.00%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+6.7%+4.1%
CAGR 3YN/A+5.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.74
Volatility 1Y3.78%1.47%
Max drawdown-1.72%-1.75%

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

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