CGSD vs BALT
Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).
CGSD vs BALT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSD
$2.10B
Winner
BALT
$2.20B
Expense Ratio
Winner
CGSD
0.25%
BALT
0.69%
Max Drawdown
Winner
CGSD
2.93%
BALT
4.89%
Sharpe Ratio
CGSD
0.55
Winner
BALT
1.74
5Y Beta
Winner
CGSD
0.01
BALT
0.21
CGSD vs BALT - Historical Returns
Returns include dividend reinvestment.
1M
CGSD
+0.31%
Winner
BALT
+0.89%
3M
CGSD
+0.18%
Winner
BALT
+0.70%
6M
CGSD
+1.58%
Winner
BALT
+3.17%
1Y
CGSD
+4.67%
Winner
BALT
+7.68%
5Y(CAGR)
CGSD
N/A
BALT
+5.92%
Max(CAGR)
CGSD
+5.28%
Winner
BALT
+5.92%
CGSD vs BALT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | CGSD | BALT |
|---|---|---|
| 2026 | +0.79% | +1.37% |
| 2025 | +6.15% | +6.57% |
| 2024 | +5.38% | +10.32% |
| 2023 | +4.94% | +7.61% |
| 2022 | +1.32% | +2.48% |
| 2021 | N/A | +0.82% |
CGSD vs BALT Drawdown Comparison
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The current CGSD drawdown is -0.09%. The current BALT drawdown is -0.06%.
| Rank | CGSD | BALT |
|---|---|---|
| #1 | -1.75% May 4, 2023 - Nov 2, 2023 | -4.89% Feb 20, 2025 - Jun 3, 2025 |
| #2 | -1.42% Feb 2, 2023 - Mar 13, 2023 | -2.16% Jan 4, 2022 - Jul 8, 2022 |
| #3 | -1.11% Feb 27, 2026 - Mar 26, 2026 | -1.98% Aug 25, 2022 - Nov 10, 2022 |
| #4 | -0.90% Feb 1, 2024 - Mar 21, 2024 | -1.85% Jul 16, 2024 - Aug 19, 2024 |
| #5 | -0.75% Sep 24, 2024 - Dec 4, 2024 | -1.84% Sep 14, 2023 - Nov 14, 2023 |
| #6 | -0.73% Apr 3, 2025 - Apr 28, 2025 | -1.15% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -0.70% Apr 4, 2023 - May 3, 2023 | -1.14% Aug 30, 2024 - Sep 13, 2024 |
| #8 | -0.68% Mar 24, 2023 - Apr 4, 2023 | -1.03% Mar 28, 2024 - May 9, 2024 |
| #9 | -0.63% Mar 21, 2024 - May 3, 2024 | -0.85% Jul 31, 2023 - Aug 30, 2023 |
| #10 | -0.60% Oct 27, 2022 - Nov 10, 2022 | -0.85% Nov 11, 2025 - Nov 25, 2025 |
| #11 | -0.41% Mar 17, 2023 - Mar 22, 2023 | -0.76% Dec 16, 2024 - Dec 24, 2024 |
| #12 | -0.39% May 15, 2024 - Jun 3, 2024 | -0.76% Mar 6, 2023 - Mar 21, 2023 |
| #13 | -0.39% Jan 12, 2024 - Jan 31, 2024 | -0.62% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -0.36% Mar 13, 2023 - Mar 15, 2023 | -0.58% Sep 27, 2021 - Oct 19, 2021 |
| #15 | -0.35% Dec 6, 2024 - Dec 30, 2024 | -0.55% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between CGSD and BALT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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