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CGSD vs MEAR

Capital Group Short Duration Income ETF vs iShares Short Maturity Municipal Bond Active ETF

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • Over the last 3 years, CGSD has delivered higher annualized returns.
  • MEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGSDMEAR
Annual cost (TER)0.25%0.26%
Fund size (AUM)$2.2B$1.3B
Since20222015
Dividend yield4.48%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%+3.3%
CAGR 3Y+5.0%+3.6%
CAGR 5YN/A+2.4%
Sharpe 3Y0.70-0.02
Volatility 1Y1.46%0.86%
Max drawdown-1.75%-2.68%

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

Similar to CGSD and MEAR