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CGSM vs CGCB

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

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

CGCB

Capital Group Core Bond ETF

Capital Group

Annual cost

0.27%

Fund size

$4.8B

Key differences

  • CGCB is significantly larger than CGSM — larger funds tend to be more liquid and less likely to close.
  • CGSM follows a index tracking strategy; CGCB uses active selection.

Side-by-side comparison

CGSMCGCB
Annual cost (TER)0.25%0.27%
Fund size (AUM)$1.1B$4.8B
Since20232023
Dividend yield3.04%4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+5.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.33%3.99%
Max drawdown-1.42%-5.16%

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

Similar to CGSM and CGCB