BGIG vs CGSD
Comparison between BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF) and CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF).
BGIG vs CGSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGIG
$2.10B
Winner
CGSD
$2.20B
Expense Ratio
BGIG
0.45%
Winner
CGSD
0.25%
Max Drawdown
BGIG
14.11%
Winner
CGSD
2.93%
Sharpe Ratio
Winner
BGIG
1.83
CGSD
0.60
5Y Beta
BGIG
0.63
Winner
CGSD
0.01
P/E Ratio
BGIG
23.75
CGSD
N/A
Forward P/E
BGIG
19.25
CGSD
N/A
PEG Ratio
BGIG
0.68
CGSD
N/A
5Y EPS CAGR
BGIG
13.71%
CGSD
N/A
P/S Ratio
BGIG
2.69
CGSD
N/A
P/B Ratio
BGIG
4.16
CGSD
N/A
BGIG vs CGSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BGIG
+2.24%
CGSD
+0.23%
3M
Winner
BGIG
+1.36%
CGSD
+0.16%
6M
Winner
BGIG
+8.74%
CGSD
+1.46%
1Y
Winner
BGIG
+20.54%
CGSD
+4.87%
Max(CAGR)
Winner
BGIG
+16.12%
CGSD
+5.26%
BGIG vs CGSD - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BGIG | CGSD |
|---|---|---|
| 2026 | +7.73% | +0.75% |
| 2025 | +12.53% | +6.15% |
| 2024 | +16.25% | +5.38% |
| 2023 | +4.55% | +4.94% |
| 2022 | N/A | +1.32% |
BGIG vs CGSD Drawdown Comparison
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The current BGIG drawdown is -0.63%. The current CGSD drawdown is -0.13%.
| Rank | BGIG | CGSD |
|---|---|---|
| #1 | -13.23% Oct 18, 2024 - Jun 30, 2025 | -1.75% May 4, 2023 - Nov 2, 2023 |
| #2 | -7.95% Sep 15, 2023 - Dec 1, 2023 | -1.42% Feb 2, 2023 - Mar 13, 2023 |
| #3 | -5.81% Mar 2, 2026 - Apr 30, 2026 | -1.11% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -4.73% Jul 16, 2024 - Aug 15, 2024 | -0.90% Feb 1, 2024 - Mar 21, 2024 |
| #5 | -4.73% Mar 28, 2024 - May 14, 2024 | -0.75% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -3.06% Aug 30, 2024 - Sep 16, 2024 | -0.73% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -2.56% May 21, 2024 - Jun 13, 2024 | -0.70% Apr 4, 2023 - May 3, 2023 |
| #8 | -2.50% Oct 8, 2025 - Nov 25, 2025 | -0.68% Mar 24, 2023 - Apr 4, 2023 |
| #9 | -2.03% Jul 25, 2025 - Aug 20, 2025 | -0.63% Mar 21, 2024 - May 3, 2024 |
| #10 | -1.87% Nov 28, 2025 - Jan 12, 2026 | -0.60% Oct 27, 2022 - Nov 10, 2022 |
| #11 | -1.71% Jun 18, 2024 - Jul 10, 2024 | -0.41% Mar 17, 2023 - Mar 22, 2023 |
| #12 | -1.49% Dec 19, 2023 - Dec 26, 2023 | -0.39% May 15, 2024 - Jun 3, 2024 |
| #13 | -1.46% Jan 8, 2024 - Jan 19, 2024 | -0.39% Jan 12, 2024 - Jan 31, 2024 |
| #14 | -1.34% Apr 30, 2026 - May 8, 2026 | -0.36% Mar 13, 2023 - Mar 15, 2023 |
| #15 | -1.32% Jan 16, 2026 - Jan 26, 2026 | -0.35% Dec 6, 2024 - Dec 30, 2024 |
Correlation
Correlation between BGIG and CGSD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
BGIG vs CGSD dividend yield comparison.
| Year | BGIG | CGSD |
|---|---|---|
| 2026 | 0.59% | 1.37% |
| 2025 | 1.89% | 4.48% |
| 2024 | 2.02% | 4.57% |
| 2023 | 0.78% | 4.43% |
| 2022 | 0.00% | 0.64% |
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