CGSD vs TAN
Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and INVESCO SOLAR ETF (TAN, ETF).
CGSD vs TAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSD
$2.30B
TAN
$2.30B
Expense Ratio
Winner
CGSD
0.25%
TAN
0.70%
Max Drawdown
Winner
CGSD
2.93%
TAN
95.67%
Sharpe Ratio
CGSD
0.43
Winner
TAN
1.63
5Y Beta
Winner
CGSD
0.01
TAN
1.01
P/E Ratio
CGSD
N/A
TAN
106.28
Forward P/E
CGSD
N/A
TAN
20.79
PEG Ratio
CGSD
N/A
TAN
0.59
5Y Dividends CAGR
CGSD
N/A
TAN
-5.57%
Debt to Equity
CGSD
N/A
TAN
56.63%
P/S Ratio
CGSD
N/A
TAN
0.35
P/B Ratio
CGSD
N/A
TAN
1.91
CGSD vs TAN - Historical Returns
Returns include dividend reinvestment.
1M
CGSD
+0.24%
Winner
TAN
+2.24%
3M
CGSD
+0.72%
Winner
TAN
+15.12%
6M
CGSD
+1.22%
Winner
TAN
+31.75%
1Y
CGSD
+4.16%
Winner
TAN
+84.14%
5Y(CAGR)
CGSD
N/A
TAN
-4.50%
10Y(CAGR)
CGSD
N/A
TAN
+13.03%
Max(CAGR)
Winner
CGSD
+5.18%
TAN
-5.94%
CGSD vs TAN - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | CGSD | TAN |
|---|---|---|
| 2026 | +0.91% | +22.15% |
| 2025 | +6.15% | +41.43% |
| 2024 | +5.38% | -36.09% |
| 2023 | +4.94% | -26.01% |
| 2022 | +1.32% | -7.07% |
| 2021 | N/A | -26.67% |
| 2020 | N/A | +222.03% |
| 2019 | N/A | +64.40% |
| 2018 | N/A | -27.28% |
| 2017 | N/A | +50.84% |
| 2016 | N/A | -43.47% |
| 2015 | N/A | -8.44% |
| 2014 | N/A | -8.24% |
| 2013 | N/A | +117.08% |
| 2012 | N/A | -35.20% |
| 2011 | N/A | -63.84% |
| 2010 | N/A | -30.79% |
| 2009 | N/A | +10.57% |
| 2008 | N/A | -66.18% |
CGSD vs TAN Drawdown Comparison
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The maximum drawdown for TAN was -95.29%, occurring on Nov 20, 2012. This drawdown has not yet recovered.
The current CGSD drawdown is -0.02%. The current TAN drawdown is -71.03%.
| Rank | CGSD | TAN |
|---|---|---|
| #1 | -1.75% May 4, 2023 - Nov 2, 2023 | -95.29% May 16, 2008 - Nov 20, 2012 |
| #2 | -1.42% Feb 2, 2023 - Mar 13, 2023 | -6.53% Apr 16, 2008 - May 13, 2008 |
| #3 | -1.11% Feb 27, 2026 - May 29, 2026 | -0.10% May 14, 2008 - May 16, 2008 |
| #4 | -0.90% Feb 1, 2024 - Mar 21, 2024 | N/A |
| #5 | -0.75% Sep 24, 2024 - Dec 4, 2024 | N/A |
| #6 | -0.73% Apr 3, 2025 - Apr 28, 2025 | N/A |
| #7 | -0.70% Apr 4, 2023 - May 3, 2023 | N/A |
| #8 | -0.68% Mar 24, 2023 - Apr 4, 2023 | N/A |
| #9 | -0.63% Mar 21, 2024 - May 3, 2024 | N/A |
| #10 | -0.60% Oct 27, 2022 - Nov 10, 2022 | N/A |
| #11 | -0.41% Mar 17, 2023 - Mar 22, 2023 | N/A |
| #12 | -0.39% May 15, 2024 - Jun 3, 2024 | N/A |
| #13 | -0.39% Jan 12, 2024 - Jan 31, 2024 | N/A |
| #14 | -0.36% Mar 13, 2023 - Mar 15, 2023 | N/A |
| #15 | -0.35% Dec 6, 2024 - Dec 30, 2024 | N/A |
Correlation
Correlation between CGSD and TAN is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.45
-101
Dividend Comparison (2008 - 2026)
CGSD vs TAN dividend yield comparison.
| Year | CGSD | TAN |
|---|---|---|
| 2026 | 1.73% | 0.00% |
| 2025 | 4.48% | 0.00% |
| 2024 | 4.57% | 0.50% |
| 2023 | 4.43% | 0.09% |
| 2022 | 0.64% | 0.00% |
| 2020 | 0.00% | 0.09% |
| 2019 | 0.00% | 0.30% |
| 2018 | 0.00% | 0.69% |
| 2017 | 0.00% | 1.77% |
| 2016 | 0.00% | 5.04% |
| 2015 | 0.00% | 1.60% |
| 2014 | 0.00% | 1.88% |
| 2013 | 0.00% | 1.28% |
| 2012 | 0.00% | 9.10% |
| 2011 | 0.00% | 8.54% |
| 2010 | 0.00% | 0.40% |
| 2008 | 0.00% | 0.14% |
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