CGSD vs JMOM

Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).

CGSD vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGSD(ETF)	JMOM(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.25%	0.12%
Max Drawdown	2.93%	34.31%
Sharpe Ratio	0.60	2.03
5Y Beta	0.01	1.04
P/E Ratio	N/A	33.26
Forward P/E	N/A	22.00
PEG Ratio	N/A	0.76
5Y Dividends CAGR	N/A	12.88%
5Y EPS CAGR	N/A	22.86%
Debt to Equity	N/A	-2.11%
P/S Ratio	N/A	2.36
P/B Ratio	N/A	5.34

Net Assets

CGSD

$2.20B

JMOM

$2.20B

Expense Ratio

CGSD

0.25%

Winner

JMOM

0.12%

Max Drawdown

Winner

CGSD

2.93%

JMOM

34.31%

Sharpe Ratio

CGSD

0.60

Winner

JMOM

2.03

5Y Beta

Winner

CGSD

0.01

JMOM

1.04

P/E Ratio

CGSD

N/A

JMOM

33.26

Forward P/E

CGSD

N/A

JMOM

22.00

PEG Ratio

CGSD

N/A

JMOM

0.76

5Y Dividends CAGR

CGSD

N/A

JMOM

12.88%

5Y EPS CAGR

CGSD

N/A

JMOM

22.86%

Debt to Equity

CGSD

N/A

JMOM

-2.11%

P/S Ratio

CGSD

N/A

JMOM

2.36

P/B Ratio

CGSD

N/A

JMOM

5.34

CGSD vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	CGSD	JMOM
1 month	+0.23%	+11.19%
3 months	+0.16%	+12.46%
6 months	+1.46%	+16.52%
1 year	+4.87%	+33.79%
5 years(CAGR)	N/A	+15.75%
10 years(CAGR)	N/A	+15.91%
Max(CAGR)	+5.26%	+15.91%

CGSD

+0.23%

Winner

JMOM

+11.19%

CGSD

+0.16%

Winner

JMOM

+12.46%

CGSD

+1.46%

Winner

JMOM

+16.52%

CGSD

+4.87%

Winner

JMOM

+33.79%

5Y(CAGR)

CGSD

N/A

JMOM

+15.75%

10Y(CAGR)

CGSD

N/A

JMOM

+15.91%

Max(CAGR)

CGSD

+5.26%

Winner

JMOM

+15.91%

CGSD vs JMOM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CGSD	JMOM
2026	+0.75%	+16.23%
2025	+6.15%	+17.75%
2024	+5.38%	+29.74%
2023	+4.94%	+23.74%
2022	+1.32%	-20.41%
2021	N/A	+26.82%
2020	N/A	+28.12%
2019	N/A	+28.88%
2018	N/A	-5.24%
2017	N/A	+3.32%

CGSD vs JMOM Drawdown Comparison

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

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current CGSD drawdown is -0.13%.

Rank	CGSD	JMOM
#1	-1.75% May 4, 2023 - Nov 2, 2023	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-1.42% Feb 2, 2023 - Mar 13, 2023	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-1.11% Feb 27, 2026 - Mar 26, 2026	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-0.90% Feb 1, 2024 - Mar 21, 2024	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-0.75% Sep 24, 2024 - Dec 4, 2024	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-0.73% Apr 3, 2025 - Apr 28, 2025	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-0.70% Apr 4, 2023 - May 3, 2023	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-0.68% Mar 24, 2023 - Apr 4, 2023	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-0.63% Mar 21, 2024 - May 3, 2024	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	-0.60% Oct 27, 2022 - Nov 10, 2022	-7.87% Mar 2, 2026 - Apr 8, 2026
#11	-0.41% Mar 17, 2023 - Mar 22, 2023	-6.88% Apr 26, 2021 - Jun 14, 2021
#12	-0.39% May 15, 2024 - Jun 3, 2024	-6.63% Sep 3, 2021 - Oct 21, 2021
#13	-0.39% Jan 12, 2024 - Jan 31, 2024	-6.24% Mar 21, 2024 - May 15, 2024
#14	-0.36% Mar 13, 2023 - Mar 15, 2023	-6.18% Dec 4, 2024 - Jan 23, 2025
#15	-0.35% Dec 6, 2024 - Dec 30, 2024	-6.07% Oct 27, 2025 - Dec 10, 2025