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CANQ vs CGMS

Calamos Nasdaq Equity & Income ETF vs Capital Group U.S. Multi-Sector Income ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

CGMS

Capital Group U.S. Multi-Sector Income ETF

Annual cost

0.39%

Fund size

$4.9B

Key differences

Both CANQ and CGMS are fixed income ETFs. CANQ charges 0.94% a year and CGMS 0.39%. The main difference: CANQ follows a option income strategy; CGMS uses index tracking.

  • CANQ follows a option income strategy; CGMS uses index tracking.
  • CGMS costs 0.55% less per year.
  • CGMS is much larger than CANQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CANQCGMS
Annual cost (TER)0.94%0.39%
Fund size (AUM)$25M$4.9B
Since20242022
Dividend yield4.32%6.08%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+14.3%+6.7%
CAGR 3YN/A+8.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y11.27%3.48%
Max drawdown-12.79%-4.08%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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