Screener
SIO vs CGSD
Touchstone Strategic Income ETF vs Capital Group Short Duration Income ETF
Key differences
Both SIO and CGSD are fixed income ETFs. SIO charges 0.50% a year and CGSD 0.25%. The main difference: CGSD costs 0.25% less per year.
- CGSD costs 0.25% less per year.
- CGSD is much larger than SIO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SIO has delivered higher annualized returns.
Side-by-side comparison
| SIO | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $260M | $2.3B |
| Since | 2022 | 2022 |
| Dividend yield | 5.12% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.5% | +4.2% |
| CAGR 3Y | +7.5% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.80 | 0.85 |
| Volatility 1Y | 4.37% | 1.45% |
| Max drawdown | -7.10% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.