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CGUI vs FTCB

Capital Group Ultra Short Income ETF vs First Trust Core Investment Grade ETF

CGUI

Capital Group Ultra Short Income ETF

Annual cost

0.18%

Fund size

$267M

FTCB

First Trust Core Investment Grade ETF

Annual cost

0.56%

Fund size

$2.5B

Key differences

Both CGUI and FTCB are fixed income ETFs. CGUI charges 0.18% a year and FTCB 0.56%. The main difference: CGUI follows a index tracking strategy; FTCB uses active selection.

  • CGUI follows a index tracking strategy; FTCB uses active selection.
  • CGUI costs 0.38% less per year.
  • FTCB is much larger than CGUI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGUIFTCB
Annual cost (TER)0.18%0.56%
Fund size (AUM)$267M$2.5B
Since20242023
Dividend yield3.89%4.90%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%+5.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.74%4.03%
Max drawdown-0.18%-4.99%

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

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