Screener
STAX vs CGSD
Nomura Tax-Free USA Short Term ETF vs Capital Group Short Duration Income ETF
Key differences
Both STAX and CGSD are fixed income ETFs. STAX charges 0.29% a year and CGSD 0.25%. The main difference: CGSD is much larger than STAX. Larger funds are usually more liquid and less likely to close.
- CGSD is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STAX | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.25% |
| Fund size (AUM) | $6M | $2.3B |
| Since | 2023 | 2022 |
| Dividend yield | 3.23% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.0% | +4.1% |
| CAGR 3Y | N/A | +5.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 1.03% | 1.47% |
| Max drawdown | -1.42% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.