CGSD vs TSPA
Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).
CGSD vs TSPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSD
$2.10B
TSPA
$2.10B
Expense Ratio
Winner
CGSD
0.25%
TSPA
0.34%
Max Drawdown
Winner
CGSD
2.93%
TSPA
24.72%
Sharpe Ratio
CGSD
0.55
Winner
TSPA
2.00
5Y Beta
Winner
CGSD
0.01
TSPA
0.97
P/E Ratio
CGSD
N/A
TSPA
29.92
Forward P/E
CGSD
N/A
TSPA
22.50
PEG Ratio
CGSD
N/A
TSPA
0.59
5Y EPS CAGR
CGSD
N/A
TSPA
28.25%
Debt to Equity
CGSD
N/A
TSPA
44.08%
P/S Ratio
CGSD
N/A
TSPA
3.64
P/B Ratio
CGSD
N/A
TSPA
5.41
CGSD vs TSPA - Historical Returns
Returns include dividend reinvestment.
1M
CGSD
+0.31%
Winner
TSPA
+9.39%
3M
CGSD
+0.18%
Winner
TSPA
+6.99%
6M
CGSD
+1.58%
Winner
TSPA
+11.27%
1Y
CGSD
+4.67%
Winner
TSPA
+32.17%
5Y(CAGR)
CGSD
N/A
TSPA
+14.33%
Max(CAGR)
CGSD
+5.28%
Winner
TSPA
+14.33%
CGSD vs TSPA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | CGSD | TSPA |
|---|---|---|
| 2026 | +0.79% | +8.86% |
| 2025 | +6.15% | +16.49% |
| 2024 | +5.38% | +27.28% |
| 2023 | +4.94% | +30.41% |
| 2022 | +1.32% | -19.11% |
| 2021 | N/A | +13.72% |
CGSD vs TSPA Drawdown Comparison
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.
The current CGSD drawdown is -0.09%.
| Rank | CGSD | TSPA |
|---|---|---|
| #1 | -1.75% May 4, 2023 - Nov 2, 2023 | -24.72% Dec 29, 2021 - Nov 22, 2023 |
| #2 | -1.42% Feb 2, 2023 - Mar 13, 2023 | -19.04% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -1.11% Feb 27, 2026 - Mar 26, 2026 | -9.24% Jan 29, 2026 - Apr 14, 2026 |
| #4 | -0.90% Feb 1, 2024 - Mar 21, 2024 | -8.90% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -0.75% Sep 24, 2024 - Dec 4, 2024 | -5.49% Mar 28, 2024 - May 14, 2024 |
| #6 | -0.73% Apr 3, 2025 - Apr 28, 2025 | -5.40% Oct 29, 2025 - Dec 11, 2025 |
| #7 | -0.70% Apr 4, 2023 - May 3, 2023 | -4.78% Aug 30, 2021 - Oct 19, 2021 |
| #8 | -0.68% Mar 24, 2023 - Apr 4, 2023 | -4.16% Nov 16, 2021 - Dec 23, 2021 |
| #9 | -0.63% Mar 21, 2024 - May 3, 2024 | -3.91% Dec 6, 2024 - Jan 22, 2025 |
| #10 | -0.60% Oct 27, 2022 - Nov 10, 2022 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -0.41% Mar 17, 2023 - Mar 22, 2023 | -2.82% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -0.39% May 15, 2024 - Jun 3, 2024 | -2.77% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -0.39% Jan 12, 2024 - Jan 31, 2024 | -2.64% Oct 14, 2024 - Nov 6, 2024 |
| #14 | -0.36% Mar 13, 2023 - Mar 15, 2023 | -2.59% Jan 12, 2026 - Jan 27, 2026 |
| #15 | -0.35% Dec 6, 2024 - Dec 30, 2024 | -2.36% Nov 11, 2024 - Nov 26, 2024 |
Correlation
Correlation between CGSD and TSPA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2021 - 2026)
CGSD vs TSPA dividend yield comparison.
| Year | CGSD | TSPA |
|---|---|---|
| 2026 | 1.37% | 0.00% |
| 2025 | 4.48% | 0.62% |
| 2024 | 4.57% | 0.50% |
| 2023 | 4.43% | 0.41% |
| 2022 | 0.64% | 1.16% |
| 2021 | 0.00% | 0.43% |
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