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CGSM vs MEAR

Capital Group Short Duration Municipal Income ETF vs iShares Short Maturity Municipal Bond Active ETF

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • CGSM follows a index tracking strategy; MEAR uses active selection.
  • MEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGSMMEAR
Annual cost (TER)0.25%0.26%
Fund size (AUM)$1.1B$1.3B
Since20232015
Dividend yield3.04%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+3.3%
CAGR 3YN/A+3.6%
CAGR 5YN/A+2.4%
Sharpe 3YN/A-0.02
Volatility 1Y1.33%0.86%
Max drawdown-1.42%-2.68%

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

Similar to CGSM and MEAR