Skip to content
Beacon
Screener

CGHM vs DFSD

Capital Group Municipal High-Income ETF vs Dimensional Short-Duration Fixed Income ETF

CGHM

Capital Group Municipal High-Income ETF

Capital Group

Annual cost

0.34%

Fund size

$2.9B

DFSD

Dimensional Short-Duration Fixed Income ETF

Dimensional Fund Advisors

Annual cost

0.16%

Fund size

$6.6B

Key differences

  • DFSD costs 0.18% less per year.
  • CGHM covers north america markets; DFSD covers global.
  • CGHM follows a index tracking strategy; DFSD uses active selection.

Side-by-side comparison

CGHMDFSD
Annual cost (TER)0.34%0.16%
Fund size (AUM)$2.9B$6.6B
Since20242021
Dividend yield3.80%3.97%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+8.0%+4.6%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.78
Volatility 1Y3.11%1.92%
Max drawdown-5.90%-8.45%

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

Similar to CGHM and DFSD