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CGSM vs TAXF

Capital Group Short Duration Municipal Income ETF vs American Century Diversified Municipal Bond ETF

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

TAXF

American Century Diversified Municipal Bond ETF

American Century Investments

Annual cost

0.27%

Fund size

$627M

Key differences

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

Side-by-side comparison

CGSMTAXF
Annual cost (TER)0.25%0.27%
Fund size (AUM)$1.1B$627M
Since20232018
Dividend yield3.04%3.82%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+7.8%
CAGR 3YN/A+4.2%
CAGR 5YN/A+1.1%
Sharpe 3YN/A0.15
Volatility 1Y1.33%3.13%
Max drawdown-1.42%-13.94%

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

Similar to CGSM and TAXF