Compare · 2 funds side by side · dividends reinvested

AVSF and CGSD

AVSFAvantis×CGSDCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,056AVSF · best of the two

02 / 04

AVSF and CGSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Short Duration Income ETFBonds & Cash · Short-term0.25%4.43%+1.3%+2.3%+5.2%[…]−1.3%1.7%$2.9B1.1

Avantis Short-Term Fixed Income ETFBonds & Cash · Short-term0.15%3.99%+0.8%+1.7%+4.8%+2.0%−1.6%2.0%$637M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AVSF 2020 · CGSD 2022

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Short-Term Fixed Income ETF · $637M$11,056

AVSF

CGSD

Capital Group Short Duration Income ETF · $2.9B[…]

$10,000 five years ago, dividends reinvested

AVSFMeasureCGSD

+0.8%Year to dateJan 1 → Nov 3+1.3%

+1.7%1 yearTotal return+2.3%

+4.8%3 years · per year$10,000 became $11,510 · $11,635+5.2%

+2.0%5 years · per year$10,000 became $11,056 · […][…]

0.15%Expense ratio$15 · $25 a year on $10k · lower is better0.25%

3.99%Trailing 12-mo yield$399 · $443 a year on $10k4.43%

−1.6%Worst dropSmaller is better−1.3%

2.0%VolatilityLower is calmer1.7%

AVSFCGSD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6CGSD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVSF vs CGSD: Top 5 Holdings

Today

AVSF

[…]in top 5

CGSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

AVSF vs CGSD Returns, Every Period

AvantisAVSF

+1.7%

past year

CGSDCapital Group

+2.3%

past year

AVSFCGSDFaded: behind in that period

0–3CGSD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AVSF vs CGSD

YTD

AvantisAVSF

+0.8%

CGSDCapital Group

+1.3%

+0.8%Year to date+1.3%

−1.6%Worst drop · 1Y−1.3%

2.0%Volatility · 1Y1.7%

4.0%Yield4.4%

$637MAssets$2.9B

4–0CGSD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVSF, CGSD

Today

0.15%lowest, AVSF

FundExpense ratioFee$10k

AVSF0.15%$15

CGSD0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AVSF, CGSD

4.43%highest, CGSD

FundTrailing yieldYield$10k

CGSD4.43%$443

AVSF3.99%$399

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$418most kept, CGSD

CGSD$443 − $25 = $418

AVSF$399 − $15 = $384

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AVSF, CGSD

Today

[…]holdings […]

AVSFCGSD

AVSF—[…]

CGSD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.3%CGSD, at 1.7% volatility

CGSDWorst drop−1.3%1.7% vol

AVSFWorst drop−1.6%2.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CGSDAVSF

+1.3%Year to date+0.8%

4.4%Yield4.0%

+2.3%Past year+1.7%

0.25%Fee0.15%

3–1CGSD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026