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CGSM vs SCSB

Capital Group Short Duration Municipal Income ETF vs Sterling Capital Short Duration Bond ETF

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

SCSB

Sterling Capital Short Duration Bond ETF

Sterling Capital Funds

Annual cost

0.33%

Fund size

$33M

Key differences

  • CGSM costs 0.08% less per year.
  • CGSM is significantly larger than SCSB — larger funds tend to be more liquid and less likely to close.
  • CGSM follows a index tracking strategy; SCSB uses active selection.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGSMSCSB
Annual cost (TER)0.25%0.33%
Fund size (AUM)$1.1B$33M
Since20231992
Dividend yield3.04%4.35%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.33%
Max drawdown-1.42%-0.60%

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

Similar to CGSM and SCSB