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CGSM vs FIIG

Capital Group Short Duration Municipal Income ETF vs First Trust Intermediate Duration Investment Grade Corporate ETF

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

Annual cost

0.49%

Fund size

$680M

Key differences

Both CGSM and FIIG are fixed income ETFs. CGSM charges 0.25% a year and FIIG 0.49%. The main difference: CGSM follows a index tracking strategy; FIIG uses active selection.

  • CGSM follows a index tracking strategy; FIIG uses active selection.
  • CGSM costs 0.24% less per year.

Side-by-side comparison

CGSMFIIG
Annual cost (TER)0.25%0.49%
Fund size (AUM)$1.2B$680M
Since20232023
Dividend yield3.00%4.64%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%+4.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.34%4.62%
Max drawdown-1.42%-5.50%

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

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