Screener
CGHM vs STOT
Capital Group Municipal High-Income ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF
Key differences
Both CGHM and STOT are fixed income ETFs. CGHM charges 0.34% a year and STOT 0.45%. The main difference: CGHM follows a index tracking strategy; STOT uses active selection.
- CGHM follows a index tracking strategy; STOT uses active selection.
- CGHM costs 0.11% less per year.
- CGHM is much larger than STOT. Larger funds are usually more liquid and less likely to close.
- STOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGHM | STOT | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.45% |
| Fund size (AUM) | $3.1B | $461M |
| Since | 2024 | 2016 |
| Dividend yield | 3.82% | 4.41% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +9.0% | +4.3% |
| CAGR 3Y | N/A | +5.3% |
| CAGR 5Y | N/A | +2.8% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | 3.11% | 1.11% |
| Max drawdown | -5.90% | -6.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.