Screener
CGSM vs TOTL
Capital Group Short Duration Municipal Income ETF vs State Street DoubleLine Total Return Tactical ETF
Key differences
Both CGSM and TOTL are fixed income ETFs. CGSM charges 0.25% a year and TOTL 0.55%. The main difference: CGSM follows a index tracking strategy; TOTL uses active selection.
- CGSM follows a index tracking strategy; TOTL uses active selection.
- CGSM costs 0.30% less per year.
- TOTL is much larger than CGSM. Larger funds are usually more liquid and less likely to close.
- TOTL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGSM | TOTL | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.55% |
| Fund size (AUM) | $1.2B | $4.2B |
| Since | 2023 | 2015 |
| Dividend yield | 3.00% | 5.27% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.4% | +4.5% |
| CAGR 3Y | N/A | +4.6% |
| CAGR 5Y | N/A | +0.7% |
| Sharpe 3Y | N/A | 0.20 |
| Volatility 1Y | 1.34% | 3.43% |
| Max drawdown | -1.42% | -16.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.