CGSD vs SPGP

Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and INVESCO S&P 500 GARP ETF (SPGP, ETF).

CGSD vs SPGP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGSD(ETF)	SPGP(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.25%	0.36%
Max Drawdown	2.93%	42.43%
Sharpe Ratio	0.60	0.94
5Y Beta	0.01	1.02
P/E Ratio	N/A	18.77
Forward P/E	N/A	16.39
PEG Ratio	N/A	0.70
5Y Dividends CAGR	N/A	8.12%
5Y EPS CAGR	N/A	23.14%
Debt to Equity	N/A	76.23%
P/S Ratio	N/A	2.28
P/B Ratio	N/A	3.54

Net Assets

CGSD

$2.20B

SPGP

$2.20B

Expense Ratio

Winner

CGSD

0.25%

SPGP

0.36%

Max Drawdown

Winner

CGSD

2.93%

SPGP

42.43%

Sharpe Ratio

CGSD

0.60

Winner

SPGP

0.94

5Y Beta

Winner

CGSD

0.01

SPGP

1.02

P/E Ratio

CGSD

N/A

SPGP

18.77

Forward P/E

CGSD

N/A

SPGP

16.39

PEG Ratio

CGSD

N/A

SPGP

0.70

5Y Dividends CAGR

CGSD

N/A

SPGP

8.12%

5Y EPS CAGR

CGSD

N/A

SPGP

23.14%

Debt to Equity

CGSD

N/A

SPGP

76.23%

P/S Ratio

CGSD

N/A

SPGP

2.28

P/B Ratio

CGSD

N/A

SPGP

3.54

CGSD vs SPGP - Historical Returns

Returns include dividend reinvestment.

Period	CGSD	SPGP
1 month	+0.23%	+3.97%
3 months	+0.16%	+0.25%
6 months	+1.46%	+4.45%
1 year	+4.87%	+14.21%
5 years(CAGR)	N/A	+7.59%
10 years(CAGR)	N/A	+14.83%
Max(CAGR)	+5.26%	+14.12%

CGSD

+0.23%

Winner

SPGP

+3.97%

CGSD

+0.16%

Winner

SPGP

+0.25%

CGSD

+1.46%

Winner

SPGP

+4.45%

CGSD

+4.87%

Winner

SPGP

+14.21%

5Y(CAGR)

CGSD

N/A

SPGP

+7.59%

10Y(CAGR)

CGSD

N/A

SPGP

+14.83%

Max(CAGR)

CGSD

+5.26%

Winner

SPGP

+14.12%

CGSD vs SPGP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CGSD	SPGP
2026	+0.75%	+2.15%
2025	+6.15%	+9.79%
2024	+5.38%	+8.64%
2023	+4.94%	+21.05%
2022	+1.32%	-13.53%
2021	N/A	+37.67%
2020	N/A	+14.92%
2019	N/A	+39.98%
2018	N/A	+0.65%
2017	N/A	+34.72%
2016	N/A	+1.84%
2015	N/A	+6.62%
2014	N/A	+17.46%
2013	N/A	+26.61%
2012	N/A	+14.10%
2011	N/A	+1.02%

CGSD vs SPGP Drawdown Comparison

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

The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.

The current CGSD drawdown is -0.13%. The current SPGP drawdown is -1.29%.

Rank	CGSD	SPGP
#1	-1.75% May 4, 2023 - Nov 2, 2023	-42.07% Feb 13, 2020 - Nov 5, 2020
#2	-1.42% Feb 2, 2023 - Mar 13, 2023	-22.88% Dec 2, 2024 - Aug 13, 2025
#3	-1.11% Feb 27, 2026 - Mar 26, 2026	-22.80% Oct 1, 2018 - Apr 3, 2019
#4	-0.90% Feb 1, 2024 - Mar 21, 2024	-22.65% Dec 29, 2021 - Jul 31, 2023
#5	-0.75% Sep 24, 2024 - Dec 4, 2024	-19.36% Aug 5, 2015 - Jan 25, 2017
#6	-0.73% Apr 3, 2025 - Apr 28, 2025	-16.83% Jul 25, 2011 - Jan 26, 2012
#7	-0.70% Apr 4, 2023 - May 3, 2023	-11.16% Jan 6, 2026 - Apr 17, 2026
#8	-0.68% Mar 24, 2023 - Apr 4, 2023	-10.69% Jul 24, 2019 - Oct 24, 2019
#9	-0.63% Mar 21, 2024 - May 3, 2024	-9.68% Jul 31, 2023 - Dec 13, 2023
#10	-0.60% Oct 27, 2022 - Nov 10, 2022	-9.65% Jan 26, 2018 - Mar 9, 2018
#11	-0.41% Mar 17, 2023 - Mar 22, 2023	-9.57% Jul 16, 2024 - Oct 4, 2024
#12	-0.39% May 15, 2024 - Jun 3, 2024	-8.58% Sep 19, 2014 - Nov 11, 2014
#13	-0.39% Jan 12, 2024 - Jan 31, 2024	-8.55% Apr 2, 2012 - Aug 7, 2012
#14	-0.36% Mar 13, 2023 - Mar 15, 2023	-8.04% May 3, 2019 - Jun 20, 2019
#15	-0.35% Dec 6, 2024 - Dec 30, 2024	-7.95% Sep 19, 2012 - Jan 22, 2013

Correlation

Correlation between CGSD and SPGP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2011 - 2026)

CGSD vs SPGP dividend yield comparison.

Year	CGSD	SPGP
2026	1.37%	0.29%
2025	4.48%	1.04%
2024	4.57%	1.38%
2023	4.43%	1.24%
2022	0.64%	1.22%
2021	0.00%	0.69%
2020	0.00%	1.10%
2019	0.00%	0.86%
2018	0.00%	0.95%
2017	0.00%	0.68%
2016	0.00%	0.89%
2015	0.00%	1.12%
2014	0.00%	1.52%
2013	0.00%	2.11%
2012	0.00%	1.49%
2011	0.00%	1.27%