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CANQ vs CGSM

Calamos Nasdaq Equity & Income ETF vs Capital Group Short Duration Municipal Income ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

Key differences

Both CANQ and CGSM are fixed income ETFs. CANQ charges 0.94% a year and CGSM 0.25%. The main difference: CANQ follows a option income strategy; CGSM uses index tracking.

  • CANQ follows a option income strategy; CGSM uses index tracking.
  • CGSM costs 0.69% less per year.
  • CGSM is much larger than CANQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CANQCGSM
Annual cost (TER)0.94%0.25%
Fund size (AUM)$25M$1.2B
Since20242023
Dividend yield4.32%3.00%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+14.2%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.08%1.34%
Max drawdown-12.79%-1.42%

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

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