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ZHOG vs CGSD

F/m Opportunistic Income ETF vs Capital Group Short Duration Income ETF

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD costs 0.18% less per year.
  • CGSD is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

ZHOGCGSD
Annual cost (TER)0.43%0.25%
Fund size (AUM)$45M$2.2B
Since20232022
Dividend yield5.60%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.9%+4.4%
CAGR 3YN/A+5.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.70
Volatility 1Y1.61%1.46%
Max drawdown-3.66%-1.75%

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

Similar to ZHOG and CGSD