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CGSM vs JPLD

Capital Group Short Duration Municipal Income ETF vs J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

JPLD

J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF

JPMorgan

Annual cost

0.24%

Fund size

$3.8B

Key differences

  • JPLD is significantly larger than CGSM — larger funds tend to be more liquid and less likely to close.
  • JPLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGSMJPLD
Annual cost (TER)0.25%0.24%
Fund size (AUM)$1.1B$3.8B
Since20231993
Dividend yield3.04%4.21%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+5.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.33%1.52%
Max drawdown-1.42%-1.17%

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

Similar to CGSM and JPLD