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CGSM vs BKMS

Capital Group Short Duration Municipal Income ETF vs BNY Mellon Municipal Short Duration ETF

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

BKMS

BNY Mellon Municipal Short Duration ETF

BNY Mellon

Annual cost

0.35%

Fund size

$438M

Key differences

  • CGSM costs 0.10% less per year.
  • CGSM follows a index tracking strategy; BKMS uses active selection.
  • BKMS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGSMBKMS
Annual cost (TER)0.25%0.35%
Fund size (AUM)$1.1B$438M
Since20232000
Dividend yield3.04%2.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.33%
Max drawdown-1.42%-0.87%

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

Similar to CGSM and BKMS