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CGSM vs FCSH

Capital Group Short Duration Municipal Income ETF vs Federated Hermes Short Duration Corporate ETF

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

FCSH

Federated Hermes Short Duration Corporate ETF

Annual cost

0.30%

Fund size

$65M

Key differences

Both CGSM and FCSH are fixed income ETFs. CGSM charges 0.25% a year and FCSH 0.30%. The main difference: CGSM follows a index tracking strategy; FCSH uses active selection.

  • CGSM follows a index tracking strategy; FCSH uses active selection.
  • CGSM is much larger than FCSH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGSMFCSH
Annual cost (TER)0.25%0.30%
Fund size (AUM)$1.2B$65M
Since20232021
Dividend yield3.00%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%+4.1%
CAGR 3YN/A+5.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.64
Volatility 1Y1.34%1.97%
Max drawdown-1.42%-8.47%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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