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CGSM vs TAFM

Capital Group Short Duration Municipal Income ETF vs AB Tax-Aware Intermediate Municipal ETF

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

TAFM

AB Tax-Aware Intermediate Municipal ETF

Annual cost

0.28%

Fund size

$612M

Key differences

Both CGSM and TAFM are fixed income ETFs. CGSM charges 0.25% a year and TAFM 0.28%. The main difference: CGSM follows a index tracking strategy; TAFM uses active selection.

  • CGSM follows a index tracking strategy; TAFM uses active selection.

Side-by-side comparison

CGSMTAFM
Annual cost (TER)0.25%0.28%
Fund size (AUM)$1.2B$612M
Since20232023
Dividend yield3.00%3.67%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+7.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.34%3.21%
Max drawdown-1.42%-4.74%

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

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