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CGSM vs WTMU

Capital Group Short Duration Municipal Income ETF vs Wisdomtree Core Laddered Municipal Fund

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

Key differences

Both CGSM and WTMU are fixed income ETFs. CGSM charges 0.25% a year and WTMU 0.25%. The main difference: CGSM is much larger than WTMU. Larger funds are usually more liquid and less likely to close.

  • CGSM is much larger than WTMU. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGSMWTMU
Annual cost (TER)0.25%0.25%
Fund size (AUM)$1.2B$11M
Since20232025
Dividend yield3.00%2.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+5.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.34%2.22%
Max drawdown-1.42%-4.24%

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

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