Screener
STOT vs CGSD
State Street DoubleLine Short Duration Total Return Tactical ETF vs Capital Group Short Duration Income ETF
Key differences
Both STOT and CGSD are fixed income ETFs. STOT charges 0.45% a year and CGSD 0.25%. The main difference: CGSD costs 0.20% less per year.
- CGSD costs 0.20% less per year.
- CGSD is much larger than STOT. Larger funds are usually more liquid and less likely to close.
- STOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STOT | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.25% |
| Fund size (AUM) | $461M | $2.3B |
| Since | 2016 | 2022 |
| Dividend yield | 4.41% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.3% | +4.2% |
| CAGR 3Y | +5.3% | +5.3% |
| CAGR 5Y | +2.8% | N/A |
| Sharpe 3Y | 1.04 | 0.85 |
| Volatility 1Y | 1.11% | 1.45% |
| Max drawdown | -6.07% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.