CGSD vs ACIO

Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).

CGSD vs ACIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGSD(ETF)	ACIO(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.25%	0.79%
Max Drawdown	2.93%	14.89%
Sharpe Ratio	0.60	1.64
5Y Beta	0.01	0.61
P/E Ratio	N/A	28.48
Forward P/E	N/A	22.58
PEG Ratio	N/A	0.55
5Y Dividends CAGR	N/A	-6.50%
5Y EPS CAGR	N/A	25.82%
Debt to Equity	N/A	5.40%
P/S Ratio	N/A	4.30
P/B Ratio	N/A	5.72

Net Assets

CGSD

$2.20B

Winner

ACIO

$2.30B

Expense Ratio

Winner

CGSD

0.25%

ACIO

0.79%

Max Drawdown

Winner

CGSD

2.93%

ACIO

14.89%

Sharpe Ratio

CGSD

0.60

Winner

ACIO

1.64

5Y Beta

Winner

CGSD

0.01

ACIO

0.61

P/E Ratio

CGSD

N/A

ACIO

28.48

Forward P/E

CGSD

N/A

ACIO

22.58

PEG Ratio

CGSD

N/A

ACIO

0.55

5Y Dividends CAGR

CGSD

N/A

ACIO

-6.50%

5Y EPS CAGR

CGSD

N/A

ACIO

25.82%

Debt to Equity

CGSD

N/A

ACIO

5.40%

P/S Ratio

CGSD

N/A

ACIO

4.30

P/B Ratio

CGSD

N/A

ACIO

5.72

CGSD vs ACIO - Historical Returns

Returns include dividend reinvestment.

Period	CGSD	ACIO
1 month	+0.23%	+6.85%
3 months	+0.16%	+5.64%
6 months	+1.46%	+4.75%
1 year	+4.87%	+16.46%
5 years(CAGR)	N/A	+10.21%
Max(CAGR)	+5.26%	+10.34%

CGSD

+0.23%

Winner

ACIO

+6.85%

CGSD

+0.16%

Winner

ACIO

+5.64%

CGSD

+1.46%

Winner

ACIO

+4.75%

CGSD

+4.87%

Winner

ACIO

+16.46%

5Y(CAGR)

CGSD

N/A

ACIO

+10.21%

Max(CAGR)

CGSD

+5.26%

Winner

ACIO

+10.34%

CGSD vs ACIO - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CGSD	ACIO
2026	+0.75%	+5.77%
2025	+6.15%	+9.26%
2024	+5.38%	+22.36%
2023	+4.94%	+16.14%
2022	+1.32%	-10.52%
2021	N/A	+19.06%
2020	N/A	+9.44%
2019	N/A	+3.32%

CGSD vs ACIO Drawdown Comparison

The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.

The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.

The current CGSD drawdown is -0.13%.

Rank	CGSD	ACIO
#1	-1.75% May 4, 2023 - Nov 2, 2023	-14.18% Jan 17, 2020 - Jul 15, 2020
#2	-1.42% Feb 2, 2023 - Mar 13, 2023	-14.00% Dec 20, 2021 - Nov 20, 2023
#3	-1.11% Feb 27, 2026 - Mar 26, 2026	-12.12% Jan 23, 2025 - Jun 30, 2025
#4	-0.90% Feb 1, 2024 - Mar 21, 2024	-7.22% Oct 28, 2025 - Apr 16, 2026
#5	-0.75% Sep 24, 2024 - Dec 4, 2024	-5.72% Sep 2, 2020 - Nov 9, 2020
#6	-0.73% Apr 3, 2025 - Apr 28, 2025	-5.31% Jul 26, 2019 - Nov 15, 2019
#7	-0.70% Apr 4, 2023 - May 3, 2023	-5.18% Jul 16, 2024 - Aug 19, 2024
#8	-0.68% Mar 24, 2023 - Apr 4, 2023	-4.27% Sep 2, 2021 - Oct 20, 2021
#9	-0.63% Mar 21, 2024 - May 3, 2024	-4.05% Feb 17, 2021 - Mar 26, 2021
#10	-0.60% Oct 27, 2022 - Nov 10, 2022	-3.60% Mar 28, 2024 - May 10, 2024
#11	-0.41% Mar 17, 2023 - Mar 22, 2023	-3.54% Dec 4, 2024 - Jan 23, 2025
#12	-0.39% May 15, 2024 - Jun 3, 2024	-3.16% Jan 20, 2021 - Feb 12, 2021
#13	-0.39% Jan 12, 2024 - Jan 31, 2024	-3.15% May 7, 2021 - Jun 14, 2021
#14	-0.36% Mar 13, 2023 - Mar 15, 2023	-2.93% Nov 8, 2021 - Dec 7, 2021
#15	-0.35% Dec 6, 2024 - Dec 30, 2024	-2.75% Aug 30, 2024 - Sep 19, 2024