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CGMU vs SCSB

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

CGMU

Capital Group Municipal Income ETF

Capital Group

Annual cost

0.27%

Fund size

$5.8B

SCSB

Sterling Capital Short Duration Bond ETF

Sterling Capital Funds

Annual cost

0.33%

Fund size

$33M

Key differences

  • CGMU costs 0.06% less per year.
  • CGMU is significantly larger than SCSB — larger funds tend to be more liquid and less likely to close.
  • CGMU follows a index tracking strategy; SCSB uses active selection.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMUSCSB
Annual cost (TER)0.27%0.33%
Fund size (AUM)$5.8B$33M
Since20221992
Dividend yield3.35%4.35%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.2%N/A
CAGR 3Y+4.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.18N/A
Volatility 1Y2.28%
Max drawdown-4.10%-0.60%

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

Similar to CGMU and SCSB