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APMU vs CGSD

ActivePassive Intermediate Municipal Bond ETF vs Capital Group Short Duration Income ETF

APMU

ActivePassive Intermediate Municipal Bond ETF

Active Passive Funds

Annual cost

0.35%

Fund size

$224M

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD costs 0.10% less per year.
  • CGSD is significantly larger than APMU — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CGSD has delivered higher annualized returns.

Side-by-side comparison

APMUCGSD
Annual cost (TER)0.35%0.25%
Fund size (AUM)$224M$2.2B
Since20232022
Dividend yield2.64%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.9%+4.4%
CAGR 3Y+2.5%+5.0%
CAGR 5YN/AN/A
Sharpe 3Y-0.370.70
Volatility 1Y2.35%1.46%
Max drawdown-4.39%-1.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to APMU and CGSD