Skip to content
Beacon
Screener

CGMU vs CGSM

Capital Group Municipal Income ETF vs Capital Group Short Duration Municipal Income ETF

CGMU

Capital Group Municipal Income ETF

Capital Group

Annual cost

0.27%

Fund size

$5.8B

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGMU is significantly larger than CGSM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CGMUCGSM
Annual cost (TER)0.27%0.25%
Fund size (AUM)$5.8B$1.1B
Since20222023
Dividend yield3.35%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+4.5%
CAGR 3Y+4.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.18N/A
Volatility 1Y2.28%1.33%
Max drawdown-4.10%-1.42%

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

Similar to CGMU and CGSM