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CGMS vs IG

Capital Group U.S. Multi-Sector Income ETF vs Principal Investment Grade Corporate ETF

CGMS

Capital Group U.S. Multi-Sector Income ETF

Capital Group

Annual cost

0.39%

Fund size

$4.7B

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.20% less per year.
  • CGMS is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
  • CGMS follows a index tracking strategy; IG uses active selection.
  • Over the last 3 years, CGMS has delivered higher annualized returns.

Side-by-side comparison

CGMSIG
Annual cost (TER)0.39%0.19%
Fund size (AUM)$4.7B$179M
Since20222018
Dividend yield5.93%5.06%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+7.9%+7.0%
CAGR 3Y+8.0%+5.1%
CAGR 5YN/A+0.2%
Sharpe 3Y0.920.27
Volatility 1Y3.49%4.81%
Max drawdown-4.08%-23.17%

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

Similar to CGMS and IG