Skip to content
Beacon
Screener

CGMS vs ZHOG

Capital Group U.S. Multi-Sector Income ETF vs F/m Opportunistic Income ETF

CGMS

Capital Group U.S. Multi-Sector Income ETF

Capital Group

Annual cost

0.39%

Fund size

$4.7B

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

Key differences

  • CGMS is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • CGMS follows a index tracking strategy; ZHOG uses active selection.

Side-by-side comparison

CGMSZHOG
Annual cost (TER)0.39%0.43%
Fund size (AUM)$4.7B$45M
Since20222023
Dividend yield5.93%5.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.9%+5.9%
CAGR 3Y+8.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.92N/A
Volatility 1Y3.49%1.61%
Max drawdown-4.08%-3.66%

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

Similar to CGMS and ZHOG