Compare TAXX and CGSD

TAXX 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%$2.9B1.4

BondBloxx IR+M Tax-Aware Short Duration ETFBonds & Cash · Short-term0.35%3.51%+1.6%+2.4%[…][…]−1.3%1.2%$275M1.5

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: TAXX 2024 · CGSD 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

BondBloxx IR+M Tax-Aware Short Duration ETF · $275M[…]

TAXX

CGSD

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

$10,000 five years ago, dividends reinvested

TAXXMeasureCGSD

+1.6%Year to dateJan 1 → Nov 3+1.3%

+2.4%1 yearTotal return+2.3%

[…]3 years · per year$10,000 became […] · $11,635+5.2%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $25 a year on $10k · lower is better0.25%

3.51%Trailing 12-mo yield$351 · $443 a year on $10k4.43%

−1.3%Worst dropSmaller is better−1.3%

1.2%VolatilityLower is calmer1.7%

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

3–2TAXX wins

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

More Ways to See the Pairs

TAXX vs CGSD: Top 5 Holdings

Today

TAXX

1.2%in top 5

CGSD

in top 5[…]

TAXXStockCGSD

0.9%USDnot top 5

0.2%EPR26not top 5

0.1%TPH27not top 5

0.1%BPL26not top 5

Held in common[…]

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

TAXX vs CGSD Returns, Every Period

1Y

BondBloxxTAXX

+2.4%

past year

CGSDCapital Group

+2.3%

past year

TAXXCGSDFaded: behind in that period

2–0TAXX wins

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

TAXX vs CGSD

YTD

BondBloxxTAXX

+1.6%

CGSDCapital Group

+1.3%

+1.6%Year to date+1.3%

−1.3%Worst drop · 1Y−1.3%

1.2%Volatility · 1Y1.7%

3.5%Yield4.4%

$275MAssets$2.9B

2–1TAXX wins

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

Cost, Income and Risk

Fees: TAXX, CGSD

Today

0.25%lowest, CGSD

FundExpense ratioFee$10k

CGSD0.25%$25

TAXX0.35%$35

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

Yields: TAXX, CGSD

1Y

4.43%highest, CGSD

FundTrailing yieldYield$10k

CGSD4.43%$443

TAXX3.51%$351

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

Income After Fees on $10,000

1Y

$418most kept, CGSD

CGSD$443 − $25 = $418

TAXX$351 − $35 = $316

KeptFee

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

Overlap: TAXX, CGSD

Today

[…]holdings […]

TAXXCGSD

TAXX—[…]

CGSD[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+2.4%TAXX, at 1.2% volatility

TAXXWorst drop−1.3%1.2% vol

CGSDWorst drop−1.3%1.7% vol

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

Paid More vs Made More

YTD

CGSDTAXX

+1.3%Year to date+1.6%

4.4%Yield3.5%

+2.3%Past year+2.4%

0.25%Fee0.35%

2–2level

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