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CGSD vs. CGGR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CGSD vs. CGGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Short Duration Income ETF (CGSD) and Capital Group Growth ETF (CGGR). The values are adjusted to include any dividend payments, if applicable.

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CGSD vs. CGGR - Yearly Performance Comparison


2026 (YTD)2025202420232022
CGSD
Capital Group Short Duration Income ETF
0.13%6.11%5.46%5.03%1.32%
CGGR
Capital Group Growth ETF
-9.62%19.75%32.12%42.18%-1.20%

Returns By Period

In the year-to-date period, CGSD achieves a 0.13% return, which is significantly higher than CGGR's -9.62% return.


CGSD

1D
0.16%
1M
-0.67%
YTD
0.13%
6M
1.45%
1Y
4.48%
3Y*
5.01%
5Y*
10Y*

CGGR

1D
3.77%
1M
-6.90%
YTD
-9.62%
6M
-8.41%
1Y
17.45%
3Y*
21.75%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CGSD vs. CGGR - Expense Ratio Comparison

CGSD has a 0.25% expense ratio, which is lower than CGGR's 0.39% expense ratio.


Return for Risk

CGSD vs. CGGR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CGSD
CGSD Risk / Return Rank: 9797
Overall Rank
CGSD Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
CGSD Sortino Ratio Rank: 9898
Sortino Ratio Rank
CGSD Omega Ratio Rank: 9797
Omega Ratio Rank
CGSD Calmar Ratio Rank: 9595
Calmar Ratio Rank
CGSD Martin Ratio Rank: 9797
Martin Ratio Rank

CGGR
CGGR Risk / Return Rank: 4848
Overall Rank
CGGR Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
CGGR Sortino Ratio Rank: 4949
Sortino Ratio Rank
CGGR Omega Ratio Rank: 5050
Omega Ratio Rank
CGGR Calmar Ratio Rank: 4949
Calmar Ratio Rank
CGGR Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CGSD vs. CGGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Short Duration Income ETF (CGSD) and Capital Group Growth ETF (CGGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CGSDCGGRDifference

Sharpe ratio

Return per unit of total volatility

2.67

0.77

+1.90

Sortino ratio

Return per unit of downside risk

4.13

1.25

+2.89

Omega ratio

Gain probability vs. loss probability

1.57

1.18

+0.39

Calmar ratio

Return relative to maximum drawdown

3.99

1.14

+2.85

Martin ratio

Return relative to average drawdown

18.82

4.22

+14.60

CGSD vs. CGGR - Sharpe Ratio Comparison

The current CGSD Sharpe Ratio is 2.67, which is higher than the CGGR Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of CGSD and CGGR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CGSDCGGRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.67

0.77

+1.90

Sharpe Ratio (All Time)

Calculated using the full available price history

2.42

0.60

+1.82

Correlation

The correlation between CGSD and CGGR is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CGSD vs. CGGR - Dividend Comparison

CGSD's dividend yield for the trailing twelve months is around 4.49%, more than CGGR's 0.11% yield.


TTM2025202420232022
CGSD
Capital Group Short Duration Income ETF
4.49%4.48%4.57%4.43%0.64%
CGGR
Capital Group Growth ETF
0.11%0.10%0.33%0.40%0.33%

Drawdowns

CGSD vs. CGGR - Drawdown Comparison

The maximum CGSD drawdown since its inception was -1.75%, smaller than the maximum CGGR drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for CGSD and CGGR.


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Drawdown Indicators


CGSDCGGRDifference

Max Drawdown

Largest peak-to-trough decline

-1.75%

-28.90%

+27.15%

Max Drawdown (1Y)

Largest decline over 1 year

-1.11%

-15.13%

+14.02%

Current Drawdown

Current decline from peak

-0.67%

-11.94%

+11.27%

Average Drawdown

Average peak-to-trough decline

-0.29%

-7.93%

+7.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.24%

4.09%

-3.85%

Volatility

CGSD vs. CGGR - Volatility Comparison

The current volatility for Capital Group Short Duration Income ETF (CGSD) is 0.64%, while Capital Group Growth ETF (CGGR) has a volatility of 7.26%. This indicates that CGSD experiences smaller price fluctuations and is considered to be less risky than CGGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CGSDCGGRDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.64%

7.26%

-6.62%

Volatility (6M)

Calculated over the trailing 6-month period

0.96%

13.02%

-12.06%

Volatility (1Y)

Calculated over the trailing 1-year period

1.68%

22.64%

-20.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.20%

21.99%

-19.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.20%

21.99%

-19.79%