Screener
CGUI vs FUMB
Capital Group Ultra Short Income ETF vs First Trust Ultra Short Duration Municipal ETF
Key differences
Both CGUI and FUMB are fixed income ETFs. CGUI charges 0.18% a year and FUMB 0.29%. The main difference: CGUI follows a index tracking strategy; FUMB uses active selection.
- CGUI follows a index tracking strategy; FUMB uses active selection.
- CGUI costs 0.11% less per year.
- FUMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGUI | FUMB | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.29% |
| Fund size (AUM) | $267M | $231M |
| Since | 2024 | 2018 |
| Dividend yield | 3.89% | 2.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.4% | +2.6% |
| CAGR 3Y | N/A | +3.0% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | N/A | -0.48 |
| Volatility 1Y | 0.74% | 0.78% |
| Max drawdown | -0.18% | -2.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.