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ZTOP vs CGSD

F/m High Yield 100 ETF vs Capital Group Short Duration Income ETF

ZTOP

F/m High Yield 100 ETF

Annual cost

0.39%

Fund size

$17M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both ZTOP and CGSD are fixed income ETFs. ZTOP charges 0.39% a year and CGSD 0.25%. The main difference: ZTOP follows a index tracking strategy; CGSD uses active selection.

  • ZTOP follows a index tracking strategy; CGSD uses active selection.
  • CGSD costs 0.14% less per year.
  • CGSD is much larger than ZTOP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ZTOPCGSD
Annual cost (TER)0.39%0.25%
Fund size (AUM)$17M$2.3B
Since20252022
Dividend yield6.23%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.1%+4.0%
CAGR 3YN/A+5.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.76
Volatility 1Y3.31%1.48%
Max drawdown-2.52%-1.75%

Similar to ZTOP and CGSD