Screener
CGSM vs FUMB
Capital Group Short Duration Municipal Income ETF vs First Trust Ultra Short Duration Municipal ETF
Key differences
Both CGSM and FUMB are fixed income ETFs. CGSM charges 0.25% a year and FUMB 0.29%. The main difference: CGSM follows a index tracking strategy; FUMB uses active selection.
- CGSM follows a index tracking strategy; FUMB uses active selection.
- CGSM is much larger than FUMB. Larger funds are usually more liquid and less likely to close.
- FUMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGSM | FUMB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.29% |
| Fund size (AUM) | $1.2B | $231M |
| Since | 2023 | 2018 |
| Dividend yield | 3.00% | 2.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +2.6% |
| CAGR 3Y | N/A | +3.0% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | N/A | -0.48 |
| Volatility 1Y | 1.34% | 0.78% |
| Max drawdown | -1.42% | -2.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.