CGSD vs QDF
Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF, ETF).
CGSD vs QDF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSD
$2.30B
QDF
$2.30B
Expense Ratio
Winner
CGSD
0.25%
QDF
0.39%
Max Drawdown
Winner
CGSD
2.93%
QDF
37.16%
Sharpe Ratio
CGSD
0.31
Winner
QDF
1.69
5Y Beta
Winner
CGSD
0.01
QDF
0.89
P/E Ratio
CGSD
N/A
QDF
22.19
Forward P/E
CGSD
N/A
QDF
18.25
PEG Ratio
CGSD
N/A
QDF
0.26
5Y Dividends CAGR
CGSD
N/A
QDF
1.72%
5Y EPS CAGR
CGSD
N/A
QDF
23.23%
Debt to Equity
CGSD
N/A
QDF
-7.44%
P/S Ratio
CGSD
N/A
QDF
3.65
P/B Ratio
CGSD
N/A
QDF
5.25
CGSD vs QDF - Historical Returns
Returns include dividend reinvestment.
1M
CGSD
+0.24%
Winner
QDF
+2.33%
3M
CGSD
+0.72%
Winner
QDF
+11.33%
6M
CGSD
+1.22%
Winner
QDF
+9.98%
1Y
CGSD
+4.16%
Winner
QDF
+25.85%
5Y(CAGR)
CGSD
N/A
QDF
+11.77%
10Y(CAGR)
CGSD
N/A
QDF
+12.29%
Max(CAGR)
CGSD
+5.18%
Winner
QDF
+12.63%
CGSD vs QDF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | CGSD | QDF |
|---|---|---|
| 2026 | +0.91% | +9.71% |
| 2025 | +6.15% | +16.90% |
| 2024 | +5.38% | +17.35% |
| 2023 | +4.94% | +20.23% |
| 2022 | +1.32% | -12.32% |
| 2021 | N/A | +28.22% |
| 2020 | N/A | +4.57% |
| 2019 | N/A | +25.67% |
| 2018 | N/A | -8.42% |
| 2017 | N/A | +16.35% |
| 2016 | N/A | +18.28% |
| 2015 | N/A | -0.87% |
| 2014 | N/A | +12.97% |
| 2013 | N/A | +33.51% |
| 2012 | N/A | -1.59% |
CGSD vs QDF Drawdown Comparison
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The maximum drawdown for QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.
The current CGSD drawdown is -0.02%. The current QDF drawdown is -0.81%.
| Rank | CGSD | QDF |
|---|---|---|
| #1 | -1.75% May 4, 2023 - Nov 2, 2023 | -36.64% Feb 12, 2020 - Dec 1, 2020 |
| #2 | -1.42% Feb 2, 2023 - Mar 13, 2023 | -22.06% Jan 4, 2022 - Jul 19, 2023 |
| #3 | -1.11% Feb 27, 2026 - May 29, 2026 | -19.87% Sep 21, 2018 - Oct 21, 2019 |
| #4 | -0.90% Feb 1, 2024 - Mar 21, 2024 | -18.01% Dec 2, 2024 - Jun 27, 2025 |
| #5 | -0.75% Sep 24, 2024 - Dec 4, 2024 | -13.20% May 21, 2015 - Apr 13, 2016 |
| #6 | -0.73% Apr 3, 2025 - Apr 28, 2025 | -10.62% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -0.70% Apr 4, 2023 - May 3, 2023 | -10.52% Jul 31, 2023 - Dec 11, 2023 |
| #8 | -0.68% Mar 24, 2023 - Apr 4, 2023 | -7.89% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -0.63% Mar 21, 2024 - May 3, 2024 | -6.90% Sep 18, 2014 - Oct 31, 2014 |
| #10 | -0.60% Oct 27, 2022 - Nov 10, 2022 | -6.04% Dec 31, 2013 - Feb 28, 2014 |
| #11 | -0.41% Mar 17, 2023 - Mar 22, 2023 | -5.75% Jul 16, 2024 - Aug 19, 2024 |
| #12 | -0.39% May 15, 2024 - Jun 3, 2024 | -5.75% Mar 28, 2024 - May 15, 2024 |
| #13 | -0.39% Jan 12, 2024 - Jan 31, 2024 | -5.22% Aug 2, 2013 - Oct 17, 2013 |
| #14 | -0.36% Mar 13, 2023 - Mar 15, 2023 | -5.18% Jun 23, 2016 - Jul 8, 2016 |
| #15 | -0.35% Dec 6, 2024 - Dec 30, 2024 | -5.05% May 21, 2013 - Jul 9, 2013 |
Correlation
Correlation between CGSD and QDF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2012 - 2026)
CGSD vs QDF dividend yield comparison.
| Year | CGSD | QDF |
|---|---|---|
| 2026 | 1.73% | 0.22% |
| 2025 | 4.48% | 1.65% |
| 2024 | 4.57% | 1.93% |
| 2023 | 4.43% | 2.19% |
| 2022 | 0.64% | 2.45% |
| 2021 | 0.00% | 1.90% |
| 2020 | 0.00% | 2.38% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 4.29% |
| 2017 | 0.00% | 2.70% |
| 2016 | 0.00% | 3.07% |
| 2015 | 0.00% | 3.04% |
| 2014 | 0.00% | 2.70% |
| 2013 | 0.00% | 2.08% |
| 2012 | 0.00% | 0.49% |
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