CGSD vs FTLS

Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and FIRST TRUST LONG/SHORT EQUITY ETF (FTLS, ETF).

CGSD vs FTLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGSD(ETF)	FTLS(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.25%	1.38%
Max Drawdown	2.93%	20.54%
Sharpe Ratio	0.31	1.22
5Y Beta	0.01	0.51
P/E Ratio	N/A	21.00
Forward P/E	N/A	17.51
5Y Dividends CAGR	N/A	34.00%
5Y EPS CAGR	N/A	23.42%
P/S Ratio	N/A	-1.99
P/B Ratio	N/A	4.19

Net Assets

CGSD

$2.30B

FTLS

$2.30B

Expense Ratio

Winner

CGSD

0.25%

FTLS

1.38%

Max Drawdown

Winner

CGSD

2.93%

FTLS

20.54%

Sharpe Ratio

CGSD

0.31

Winner

FTLS

1.22

5Y Beta

Winner

CGSD

0.01

FTLS

0.51

P/E Ratio

CGSD

N/A

FTLS

21.00

Forward P/E

CGSD

N/A

FTLS

17.51

5Y Dividends CAGR

CGSD

N/A

FTLS

34.00%

5Y EPS CAGR

CGSD

N/A

FTLS

23.42%

P/S Ratio

CGSD

N/A

FTLS

-1.99

P/B Ratio

CGSD

N/A

FTLS

4.19

CGSD vs FTLS - Historical Returns

Returns include dividend reinvestment.

Period	CGSD	FTLS
1 month	+0.24%	-0.08%
3 months	+0.72%	+5.82%
6 months	+1.22%	+4.86%
1 year	+4.16%	+14.08%
5 years(CAGR)	N/A	+9.94%
10 years(CAGR)	N/A	+9.78%
Max(CAGR)	+5.18%	+8.94%

Winner

CGSD

+0.24%

FTLS

-0.08%

CGSD

+0.72%

Winner

FTLS

+5.82%

CGSD

+1.22%

Winner

FTLS

+4.86%

CGSD

+4.16%

Winner

FTLS

+14.08%

5Y(CAGR)

CGSD

N/A

FTLS

+9.94%

10Y(CAGR)

CGSD

N/A

FTLS

+9.78%

Max(CAGR)

CGSD

+5.18%

Winner

FTLS

+8.94%

CGSD vs FTLS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CGSD	FTLS
2026	+0.91%	+4.40%
2025	+6.15%	+9.09%
2024	+5.38%	+19.09%
2023	+4.94%	+18.24%
2022	+1.32%	-5.23%
2021	N/A	+20.30%
2020	N/A	+2.13%
2019	N/A	+16.32%
2018	N/A	-5.41%
2017	N/A	+13.88%
2016	N/A	+7.57%
2015	N/A	+5.38%
2014	N/A	+5.71%

CGSD vs FTLS Drawdown Comparison

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

The maximum drawdown for FTLS was -20.54%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.

The current CGSD drawdown is -0.02%. The current FTLS drawdown is -1.08%.

Rank	CGSD	FTLS
#1	-1.75% May 4, 2023 - Nov 2, 2023	-20.54% Feb 19, 2020 - Aug 31, 2020
#2	-1.42% Feb 2, 2023 - Mar 13, 2023	-13.38% Jan 26, 2018 - Sep 17, 2019
#3	-1.11% Feb 27, 2026 - May 29, 2026	-11.69% Jan 23, 2025 - Aug 27, 2025
#4	-0.90% Feb 1, 2024 - Mar 21, 2024	-10.35% Dec 29, 2021 - Jun 2, 2023
#5	-0.75% Sep 24, 2024 - Dec 4, 2024	-9.26% Dec 1, 2015 - Jul 26, 2016
#6	-0.73% Apr 3, 2025 - Apr 28, 2025	-8.16% May 27, 2015 - Nov 24, 2015
#7	-0.70% Apr 4, 2023 - May 3, 2023	-7.45% Sep 2, 2020 - Jan 7, 2021
#8	-0.68% Mar 24, 2023 - Apr 4, 2023	-4.76% Feb 11, 2021 - Apr 15, 2021
#9	-0.63% Mar 21, 2024 - May 3, 2024	-4.44% Jul 10, 2024 - Aug 27, 2024
#10	-0.60% Oct 27, 2022 - Nov 10, 2022	-4.22% Mar 28, 2024 - Jun 6, 2024
#11	-0.41% Mar 17, 2023 - Mar 22, 2023	-3.95% Sep 11, 2023 - Nov 10, 2023
#12	-0.39% May 15, 2024 - Jun 3, 2024	-3.91% Sep 18, 2014 - Oct 28, 2014
#13	-0.39% Jan 12, 2024 - Jan 31, 2024	-3.86% Aug 18, 2016 - Nov 9, 2016
#14	-0.36% Mar 13, 2023 - Mar 15, 2023	-3.79% Feb 2, 2026 - Apr 9, 2026
#15	-0.35% Dec 6, 2024 - Dec 30, 2024	-3.46% Nov 11, 2025 - Dec 24, 2025

Correlation

Correlation between CGSD and FTLS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2014 - 2026)

CGSD vs FTLS dividend yield comparison.

Year	CGSD	FTLS
2026	1.73%	0.09%
2025	4.48%	1.07%
2024	4.57%	1.50%
2023	4.43%	1.49%
2022	0.64%	0.81%
2021	0.00%	0.01%
2020	0.00%	0.44%
2019	0.00%	0.83%
2018	0.00%	0.87%
2017	0.00%	0.43%
2016	0.00%	1.04%
2015	0.00%	0.49%
2014	0.00%	0.51%