Screener
CGSM vs STOT
Capital Group Short Duration Municipal Income ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF
Key differences
Both CGSM and STOT are fixed income ETFs. CGSM charges 0.25% a year and STOT 0.45%. The main difference: CGSM follows a index tracking strategy; STOT uses active selection.
- CGSM follows a index tracking strategy; STOT uses active selection.
- CGSM costs 0.20% less per year.
- STOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGSM | STOT | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.45% |
| Fund size (AUM) | $1.2B | $461M |
| Since | 2023 | 2016 |
| Dividend yield | 3.00% | 4.41% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.4% | +4.3% |
| CAGR 3Y | N/A | +5.3% |
| CAGR 5Y | N/A | +2.8% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | 1.34% | 1.11% |
| Max drawdown | -1.42% | -6.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.