SDFI vs CGSD

ASDFI

BCGSD

Measures won1–3CGSD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%CGSD · $25 on $10k

Most income4.56%SDFI · $456 on $10k

Smallest drop−1.3%CGSD · worst fall in 1Y

Held in common[…]SDFI and CGSD

SDFI

CGSD

Alliance Bernstein - AB Short Duration Income ETF · $192MCapital Group Short Duration Income ETF · $2.9B

[…]3 years · per year[…] · $11,681+5.3%

[…]5 years · per year[…]

0.30%Expense ratio$30 · $25 on $10k · lower wins0.25%

4.56%12-mo yield$456 · $441 on $10k4.41%

−1.6%Worst dropSmaller wins−1.3%

1.9%VolatilityLower wins1.7%

1–3CGSD wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSDFI · CGSD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ASDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk		0.30%	4.56%	+0.2%	+1.6%	+2.5%	new	new	−1.6%	$192M
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.41%	+0.2%	+1.6%	+2.6%	+5.3%	new	−1.3%	$2.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk		0.30%	4.56%	+0.2%	+1.6%	+2.5%	new	new	−1.6%	$192M
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.41%	+0.2%	+1.6%	+2.6%	+5.3%	new	−1.3%	$2.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDFI vs CGSD

SDFI

Alliance Bernstein - AB Short Duration Income

[…]

CGSD

Capital Group Short Duration Income

[…]

MeasureSDFICGSD

Fee0.30%0.25%

Cost on $10k a year$30$25

Yield4.56%4.41%

5 years, per year[…][…]

3 years, per year[…]+5.3%

Worst drop · 1Y−1.6%−1.3%

Volatility · 1Y1.9%1.7%

3–1measures won
CGSD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SDFI, CGSD

Today

[…]holdings […]

SDFICGSD

SDFI—[…]

CGSD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$426most kept, SDFI

SDFI$456 − $30 = $426

CGSD$441 − $25 = $416

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee