Screener
CGMU vs NEAR
Capital Group Municipal Income ETF vs iShares Short Duration Bond Active ETF
Key differences
- CGMU follows a index tracking strategy; NEAR uses active selection.
- Over the last 3 years, NEAR has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGMU | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.25% |
| Fund size (AUM) | $5.8B | $4.3B |
| Since | 2022 | 2013 |
| Dividend yield | 3.35% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.2% | +4.4% |
| CAGR 3Y | +4.2% | +5.6% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | 0.18 | 1.18 |
| Volatility 1Y | 2.28% | 1.37% |
| Max drawdown | -4.10% | -9.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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