CGSD vs SLQD

Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

CGSD vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGSD(ETF)	SLQD(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.25%	0.06%
Max Drawdown	2.93%	12.69%
Sharpe Ratio	0.43	0.60
5Y Beta	0.01	0.03
5Y Dividends CAGR	N/A	15.87%

Net Assets

CGSD

$2.30B

SLQD

$2.30B

Expense Ratio

CGSD

0.25%

Winner

SLQD

0.06%

Max Drawdown

Winner

CGSD

2.93%

SLQD

12.69%

Sharpe Ratio

CGSD

0.43

Winner

SLQD

0.60

5Y Beta

Winner

CGSD

0.01

SLQD

0.03

5Y Dividends CAGR

CGSD

N/A

SLQD

15.87%

CGSD vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	CGSD	SLQD
1 month	+0.24%	+0.34%
3 months	+0.72%	+0.88%
6 months	+1.22%	+1.39%
1 year	+4.16%	+4.39%
5 years(CAGR)	N/A	+2.53%
10 years(CAGR)	N/A	+2.65%
Max(CAGR)	+5.18%	+2.52%

CGSD

+0.24%

Winner

SLQD

+0.34%

CGSD

+0.72%

Winner

SLQD

+0.88%

CGSD

+1.22%

Winner

SLQD

+1.39%

CGSD

+4.16%

Winner

SLQD

+4.39%

5Y(CAGR)

CGSD

N/A

SLQD

+2.53%

10Y(CAGR)

CGSD

N/A

SLQD

+2.65%

Max(CAGR)

Winner

CGSD

+5.18%

SLQD

+2.52%

CGSD vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	CGSD	SLQD
2026	+0.91%	+0.99%
2025	+6.15%	+6.23%
2024	+5.38%	+5.15%
2023	+4.94%	+5.87%
2022	+1.32%	-4.27%
2021	N/A	-0.53%
2020	N/A	+4.70%
2019	N/A	+6.05%
2018	N/A	+1.15%
2017	N/A	+2.17%
2016	N/A	+1.81%
2015	N/A	+1.23%
2014	N/A	+1.65%
2013	N/A	+0.49%

CGSD vs SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current CGSD drawdown is -0.02%. The current SLQD drawdown is -0.02%.

Rank	CGSD	SLQD
#1	-1.75% May 4, 2023 - Nov 2, 2023	-12.69% Mar 4, 2020 - May 19, 2020
#2	-1.42% Feb 2, 2023 - Mar 13, 2023	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-1.11% Feb 27, 2026 - May 29, 2026	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-0.90% Feb 1, 2024 - Mar 21, 2024	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-0.75% Sep 24, 2024 - Dec 4, 2024	-1.06% Feb 27, 2026 - May 28, 2026
#6	-0.73% Apr 3, 2025 - Apr 28, 2025	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-0.70% Apr 4, 2023 - May 3, 2023	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-0.68% Mar 24, 2023 - Apr 4, 2023	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-0.63% Mar 21, 2024 - May 3, 2024	-0.87% Dec 31, 2020 - May 25, 2021
#10	-0.60% Oct 27, 2022 - Nov 10, 2022	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-0.41% Mar 17, 2023 - Mar 22, 2023	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-0.39% May 15, 2024 - Jun 3, 2024	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-0.39% Jan 12, 2024 - Jan 31, 2024	-0.76% Mar 27, 2024 - May 3, 2024
#14	-0.36% Mar 13, 2023 - Mar 15, 2023	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-0.35% Dec 6, 2024 - Dec 30, 2024	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between CGSD and SLQD is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2013 - 2026)

CGSD vs SLQD dividend yield comparison.

Year	CGSD	SLQD
2026	1.73%	1.81%
2025	4.48%	4.15%
2024	4.57%	3.71%
2023	4.43%	2.99%
2022	0.64%	2.00%
2021	0.00%	1.67%
2020	0.00%	2.34%
2019	0.00%	2.89%
2018	0.00%	2.55%
2017	0.00%	1.98%
2016	0.00%	1.81%
2015	0.00%	1.43%
2014	0.00%	1.23%
2013	0.00%	0.23%