Screener
CGMS vs CRDT
Capital Group U.S. Multi-Sector Income ETF vs Simplify Opportunistic Income ETF
Key differences
- CGMS costs 0.60% less per year.
- CGMS is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
- CGMS follows a index tracking strategy; CRDT uses active selection.
Side-by-side comparison
| CGMS | CRDT | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.99% |
| Fund size (AUM) | $4.7B | $38M |
| Since | 2022 | 2023 |
| Dividend yield | 5.93% | 6.51% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.9% | -0.0% |
| CAGR 3Y | +8.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.92 | N/A |
| Volatility 1Y | 3.49% | 8.48% |
| Max drawdown | -4.08% | -9.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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