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APMU vs CGSM

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

APMU

ActivePassive Intermediate Municipal Bond ETF

Active Passive Funds

Annual cost

0.35%

Fund size

$224M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM costs 0.10% less per year.
  • CGSM is significantly larger than APMU — larger funds tend to be more liquid and less likely to close.
  • APMU follows a active selection strategy; CGSM uses index tracking.

Side-by-side comparison

APMUCGSM
Annual cost (TER)0.35%0.25%
Fund size (AUM)$224M$1.1B
Since20232023
Dividend yield2.64%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.9%+4.5%
CAGR 3Y+2.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.37N/A
Volatility 1Y2.35%1.33%
Max drawdown-4.39%-1.42%

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

Similar to APMU and CGSM