Screener
XRLX vs CGSD
FundX Conservative ETF vs Capital Group Short Duration Income ETF
Key differences
Both XRLX and CGSD are fixed income ETFs. XRLX charges 1.20% a year and CGSD 0.25%. The main difference: CGSD costs 0.95% less per year.
- CGSD costs 0.95% less per year.
- CGSD is much larger than XRLX. Larger funds are usually more liquid and less likely to close.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | CGSD | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.25% |
| Fund size (AUM) | $52M | $2.3B |
| Since | 2002 | 2022 |
| Dividend yield | 2.57% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.9% | +4.1% |
| CAGR 3Y | N/A | +5.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 8.38% | 1.47% |
| Max drawdown | -15.34% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.