Screener
CGMU vs FSMB
Capital Group Municipal Income ETF vs First Trust Short Duration Managed Municipal ETF
Key differences
Both CGMU and FSMB are fixed income ETFs. CGMU charges 0.27% a year and FSMB 0.34%. The main difference: CGMU follows a index tracking strategy; FSMB uses active selection.
- CGMU follows a index tracking strategy; FSMB uses active selection.
- CGMU costs 0.07% less per year.
- CGMU is much larger than FSMB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGMU has delivered higher annualized returns.
Side-by-side comparison
| CGMU | FSMB | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.34% |
| Fund size (AUM) | $6.1B | $611M |
| Since | 2022 | 2018 |
| Dividend yield | 3.34% | 3.15% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.6% | +4.0% |
| CAGR 3Y | +4.7% | +3.5% |
| CAGR 5Y | N/A | +1.5% |
| Sharpe 3Y | 0.32 | -0.04 |
| Volatility 1Y | 2.31% | 1.40% |
| Max drawdown | -4.10% | -6.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.