Screener
CGSM vs FSMB
Capital Group Short Duration Municipal Income ETF vs First Trust Short Duration Managed Municipal ETF
Key differences
Both CGSM and FSMB are fixed income ETFs. CGSM charges 0.25% a year and FSMB 0.34%. The main difference: CGSM follows a index tracking strategy; FSMB uses active selection.
- CGSM follows a index tracking strategy; FSMB uses active selection.
- CGSM costs 0.09% less per year.
- FSMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGSM | FSMB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.34% |
| Fund size (AUM) | $1.2B | $611M |
| Since | 2023 | 2018 |
| Dividend yield | 3.00% | 3.15% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +4.0% |
| CAGR 3Y | N/A | +3.5% |
| CAGR 5Y | N/A | +1.5% |
| Sharpe 3Y | N/A | -0.04 |
| Volatility 1Y | 1.34% | 1.40% |
| Max drawdown | -1.42% | -6.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.