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CGSM vs LGOV

Capital Group Short Duration Municipal Income ETF vs First Trust Long Duration Opportunities ETF

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

Key differences

Both CGSM and LGOV are fixed income ETFs. CGSM charges 0.25% a year and LGOV 0.49%. The main difference: CGSM costs 0.24% less per year.

  • CGSM costs 0.24% less per year.

Side-by-side comparison

CGSMLGOV
Annual cost (TER)0.25%0.49%
Fund size (AUM)$1.2B$664M
Since20232019
Dividend yield3.00%4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+4.5%
CAGR 3YN/A+2.1%
CAGR 5YN/A-1.8%
Sharpe 3YN/A-0.12
Volatility 1Y1.34%6.99%
Max drawdown-1.42%-30.85%

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

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