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SDFI vs CGSD

AB Short Duration Income ETF vs Capital Group Short Duration Income ETF

SDFI

AB Short Duration Income ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$173M

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD is significantly larger than SDFI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SDFICGSD
Annual cost (TER)0.30%0.25%
Fund size (AUM)$173M$2.2B
Since20182022
Dividend yield4.67%4.48%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.8%+4.4%
CAGR 3YN/A+5.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.70
Volatility 1Y2.09%1.46%
Max drawdown-1.21%-1.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SDFI and CGSD