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CGCP vs CGSM

Capital Group Core Plus Income ETF vs Capital Group Short Duration Municipal Income ETF

CGCP

Capital Group Core Plus Income ETF

Capital Group

Annual cost

0.34%

Fund size

$7.6B

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM costs 0.09% less per year.
  • CGCP is significantly larger than CGSM — larger funds tend to be more liquid and less likely to close.
  • CGCP covers global markets; CGSM covers north america.
  • CGCP follows a active selection strategy; CGSM uses index tracking.

Side-by-side comparison

CGCPCGSM
Annual cost (TER)0.34%0.25%
Fund size (AUM)$7.6B$1.1B
Since20222023
Dividend yield5.14%3.04%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.5%+4.5%
CAGR 3Y+4.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.25N/A
Volatility 1Y3.74%1.33%
Max drawdown-15.07%-1.42%

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

Similar to CGCP and CGSM