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SDSI vs CGSM

American Century Short Duration Strategic Income ETF vs Capital Group Short Duration Municipal Income ETF

SDSI

American Century Short Duration Strategic Income ETF

American Century Investments

Annual cost

0.32%

Fund size

$193M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM costs 0.07% less per year.
  • CGSM is significantly larger than SDSI — larger funds tend to be more liquid and less likely to close.
  • SDSI follows a active selection strategy; CGSM uses index tracking.

Side-by-side comparison

SDSICGSM
Annual cost (TER)0.32%0.25%
Fund size (AUM)$193M$1.1B
Since20222023
Dividend yield4.96%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.6%+4.5%
CAGR 3Y+5.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.89N/A
Volatility 1Y1.68%1.33%
Max drawdown-1.29%-1.42%

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

Similar to SDSI and CGSM