Screener
CGMU vs TUA
Capital Group Municipal Income ETF vs Simplify Short Term Treasury Futures Strategy ETF
Key differences
Both CGMU and TUA are fixed income ETFs. CGMU charges 0.27% a year and TUA 0.25%. The main difference: CGMU follows a index tracking strategy; TUA uses active selection.
- CGMU follows a index tracking strategy; TUA uses active selection.
- CGMU is much larger than TUA. 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 | TUA | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.25% |
| Fund size (AUM) | $6.1B | $757M |
| Since | 2022 | 2022 |
| Dividend yield | 3.34% | 3.53% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.4% | -1.9% |
| CAGR 3Y | +4.6% | -0.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.30 | -0.40 |
| Volatility 1Y | 2.28% | 6.84% |
| Max drawdown | -4.10% | -15.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.