CGSD vs FSMD

Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and FIDELITY SMALL-MID MULTIFACTOR ETF (FSMD, ETF).

CGSD vs FSMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGSD(ETF)	FSMD(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.25%	0.15%
Max Drawdown	2.93%	40.93%
Sharpe Ratio	0.31	1.42
5Y Beta	0.01	0.95
P/E Ratio	N/A	20.12
Forward P/E	N/A	15.40
5Y Dividends CAGR	N/A	10.63%
5Y EPS CAGR	N/A	15.81%
Debt to Equity	N/A	29.89%
P/S Ratio	N/A	1.61
P/B Ratio	N/A	2.63

Net Assets

CGSD

$2.30B

Winner

FSMD

$2.40B

Expense Ratio

CGSD

0.25%

Winner

FSMD

0.15%

Max Drawdown

Winner

CGSD

2.93%

FSMD

40.93%

Sharpe Ratio

CGSD

0.31

Winner

FSMD

1.42

5Y Beta

Winner

CGSD

0.01

FSMD

0.95

P/E Ratio

CGSD

N/A

FSMD

20.12

Forward P/E

CGSD

N/A

FSMD

15.40

5Y Dividends CAGR

CGSD

N/A

FSMD

10.63%

5Y EPS CAGR

CGSD

N/A

FSMD

15.81%

Debt to Equity

CGSD

N/A

FSMD

29.89%

P/S Ratio

CGSD

N/A

FSMD

1.61

P/B Ratio

CGSD

N/A

FSMD

2.63

CGSD vs FSMD - Historical Returns

Returns include dividend reinvestment.

Period	CGSD	FSMD
1 month	+0.24%	+4.42%
3 months	+0.72%	+17.32%
6 months	+1.22%	+15.59%
1 year	+4.16%	+27.74%
5 years(CAGR)	N/A	+10.01%
Max(CAGR)	+5.18%	+12.12%

CGSD

+0.24%

Winner

FSMD

+4.42%

CGSD

+0.72%

Winner

FSMD

+17.32%

CGSD

+1.22%

Winner

FSMD

+15.59%

CGSD

+4.16%

Winner

FSMD

+27.74%

5Y(CAGR)

CGSD

N/A

FSMD

+10.01%

Max(CAGR)

CGSD

+5.18%

Winner

FSMD

+12.12%

CGSD vs FSMD - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CGSD	FSMD
2026	+0.91%	+16.66%
2025	+6.15%	+8.92%
2024	+5.38%	+15.63%
2023	+4.94%	+17.73%
2022	+1.32%	-11.54%
2021	N/A	+27.63%
2020	N/A	+8.61%
2019	N/A	+8.81%

CGSD vs FSMD Drawdown Comparison

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

The maximum drawdown for FSMD was -40.66%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The current CGSD drawdown is -0.02%.

Rank	CGSD	FSMD
#1	-1.75% May 4, 2023 - Nov 2, 2023	-40.66% Feb 19, 2020 - Nov 23, 2020
#2	-1.42% Feb 2, 2023 - Mar 13, 2023	-22.16% Nov 25, 2024 - Sep 11, 2025
#3	-1.11% Feb 27, 2026 - May 29, 2026	-20.63% Nov 16, 2021 - Dec 14, 2023
#4	-0.90% Feb 1, 2024 - Mar 21, 2024	-8.43% Feb 26, 2026 - Apr 13, 2026
#5	-0.75% Sep 24, 2024 - Dec 4, 2024	-7.33% May 3, 2019 - Jul 24, 2019
#6	-0.73% Apr 3, 2025 - Apr 28, 2025	-7.32% Jul 31, 2024 - Aug 30, 2024
#7	-0.70% Apr 4, 2023 - May 3, 2023	-7.15% Mar 28, 2024 - May 15, 2024
#8	-0.68% Mar 24, 2023 - Apr 4, 2023	-6.03% Jul 26, 2019 - Oct 28, 2019
#9	-0.63% Mar 21, 2024 - May 3, 2024	-5.92% Sep 18, 2025 - Dec 10, 2025
#10	-0.60% Oct 27, 2022 - Nov 10, 2022	-5.53% Jun 11, 2021 - Aug 11, 2021
#11	-0.41% Mar 17, 2023 - Mar 22, 2023	-5.44% Mar 15, 2021 - Apr 14, 2021
#12	-0.39% May 15, 2024 - Jun 3, 2024	-5.01% Sep 2, 2021 - Oct 20, 2021
#13	-0.39% Jan 12, 2024 - Jan 31, 2024	-4.72% Aug 30, 2024 - Sep 19, 2024
#14	-0.36% Mar 13, 2023 - Mar 15, 2023	-4.70% May 7, 2021 - Jun 8, 2021
#15	-0.35% Dec 6, 2024 - Dec 30, 2024	-4.49% Feb 24, 2021 - Mar 10, 2021