CGSD vs USCL
Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF).
CGSD vs USCL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSD
$2.10B
USCL
$2.10B
Expense Ratio
CGSD
0.25%
Winner
USCL
0.08%
Max Drawdown
Winner
CGSD
2.93%
USCL
19.23%
Sharpe Ratio
CGSD
0.55
Winner
USCL
1.55
5Y Beta
Winner
CGSD
0.01
USCL
0.95
P/E Ratio
CGSD
N/A
USCL
27.44
Forward P/E
CGSD
N/A
USCL
21.99
5Y EPS CAGR
CGSD
N/A
USCL
24.48%
Debt to Equity
CGSD
N/A
USCL
16.27%
P/S Ratio
CGSD
N/A
USCL
4.17
P/B Ratio
CGSD
N/A
USCL
5.23
CGSD vs USCL - Historical Returns
Returns include dividend reinvestment.
1M
CGSD
+0.31%
Winner
USCL
+8.10%
3M
CGSD
+0.18%
Winner
USCL
+5.02%
6M
CGSD
+1.58%
Winner
USCL
+6.19%
1Y
CGSD
+4.67%
Winner
USCL
+24.18%
Max(CAGR)
CGSD
+5.28%
Winner
USCL
+20.22%
CGSD vs USCL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CGSD | USCL |
|---|---|---|
| 2026 | +0.79% | +4.82% |
| 2025 | +6.15% | +14.58% |
| 2024 | +5.38% | +27.52% |
| 2023 | +4.94% | +12.72% |
| 2022 | +1.32% | N/A |
CGSD vs USCL Drawdown Comparison
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current CGSD drawdown is -0.09%.
| Rank | CGSD | USCL |
|---|---|---|
| #1 | -1.75% May 4, 2023 - Nov 2, 2023 | -18.99% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -1.42% Feb 2, 2023 - Mar 13, 2023 | -10.24% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -1.11% Feb 27, 2026 - Mar 26, 2026 | -10.00% Jul 31, 2023 - Nov 30, 2023 |
| #4 | -0.90% Feb 1, 2024 - Mar 21, 2024 | -8.58% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -0.75% Sep 24, 2024 - Dec 4, 2024 | -5.61% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -0.73% Apr 3, 2025 - Apr 28, 2025 | -5.42% Mar 28, 2024 - May 15, 2024 |
| #7 | -0.70% Apr 4, 2023 - May 3, 2023 | -4.69% Dec 11, 2024 - Jan 30, 2025 |
| #8 | -0.68% Mar 24, 2023 - Apr 4, 2023 | -2.57% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -0.63% Mar 21, 2024 - May 3, 2024 | -2.45% Jun 15, 2023 - Jun 30, 2023 |
| #10 | -0.60% Oct 27, 2022 - Nov 10, 2022 | -2.44% Jul 25, 2025 - Aug 13, 2025 |
| #11 | -0.41% Mar 17, 2023 - Mar 22, 2023 | -2.39% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.39% May 15, 2024 - Jun 3, 2024 | -2.19% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -0.39% Jan 12, 2024 - Jan 31, 2024 | -1.82% Jan 29, 2024 - Feb 2, 2024 |
| #14 | -0.36% Mar 13, 2023 - Mar 15, 2023 | -1.81% Dec 28, 2023 - Jan 10, 2024 |
| #15 | -0.35% Dec 6, 2024 - Dec 30, 2024 | -1.68% Sep 22, 2025 - Oct 6, 2025 |
Correlation
Correlation between CGSD and USCL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
CGSD vs USCL dividend yield comparison.
| Year | CGSD | USCL |
|---|---|---|
| 2026 | 1.37% | 0.28% |
| 2025 | 4.48% | 1.10% |
| 2024 | 4.57% | 1.18% |
| 2023 | 4.43% | 0.85% |
| 2022 | 0.64% | 0.00% |
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