Screener
SDFI vs CGSM
AB Short Duration Income ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
- CGSM is significantly larger than SDFI — larger funds tend to be more liquid and less likely to close.
- SDFI follows a active selection strategy; CGSM uses index tracking.
- SDFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDFI | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.25% |
| Fund size (AUM) | $173M | $1.1B |
| Since | 2018 | 2023 |
| Dividend yield | 4.67% | 3.04% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.8% | +4.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 2.09% | 1.33% |
| Max drawdown | -1.21% | -1.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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