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WCPB vs CGSD

Weitz Core Plus Bond ETF vs Capital Group Short Duration Income ETF

WCPB

Weitz Core Plus Bond ETF

Weitz

Annual cost

0.45%

Fund size

$162M

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD costs 0.20% less per year.
  • CGSD is significantly larger than WCPB — larger funds tend to be more liquid and less likely to close.
  • WCPB follows a index tracking strategy; CGSD uses active selection.

Side-by-side comparison

WCPBCGSD
Annual cost (TER)0.45%0.25%
Fund size (AUM)$162M$2.2B
Since20252022
Dividend yield4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+4.4%
CAGR 3YN/A+5.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.70
Volatility 1Y1.46%
Max drawdown-2.64%-1.75%

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

Similar to WCPB and CGSD