CGSD vs VOO
CGSD vs VOO
Capital Group Short Duration Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CGSD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $2.4B | $979.0B | |
| Dividend Yield | 4.46% | 1.09% | |
| Holdings | 1,035 | 509 | |
| YTD Return | +1.14% | +9.95% | |
| 1Y Return | +3.74% | +19.58% | |
| 3Y Return (annualized) | +5.29% | +19.43% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 1.9% | 14.2% | |
| Max Drawdown | -1.8% | -34.3% | |
| Fund Family | Capital Group (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 25, 2022 | Sep 7, 2010 |
CGSD vs VOO Performance
Capital Group Short Duration Income ETF (CGSD) is a ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CGSD returned +3.74% while VOO returned +19.58%. Year to date, CGSD is up 1.14% versus a gain of 9.95% for VOO.
Over three years, CGSD compounded at +5.29% per year against +19.43% for VOO. Across the full 4-year window we track, VOO has the edge at +13.35% annualized vs +5.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 1.9% for CGSD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -1.8% for CGSD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CGSD charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, CGSD currently yields 4.46% against 1.09% for VOO.
Holdings Overlap
CGSD and VOO share 0 holdings out of 1007 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGSD or VOO?
CGSD has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, CGSD or VOO?
Over the past year CGSD returned +3.74% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), CGSD annualized +5.05% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, CGSD or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 1.9% for CGSD. Worst drawdown: CGSD -1.8% vs VOO -34.3%.
Should I hold both CGSD and VOO?
CGSD and VOO have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGSD and VOO?
CGSD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1007 unique securities.
Which pays a higher dividend, CGSD or VOO?
CGSD yields 4.46% while VOO yields 1.09%, so CGSD currently pays the higher dividend yield.
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