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CMBS vs CGSM

iShares CMBS ETF vs Capital Group Short Duration Municipal Income ETF

CMBS

iShares CMBS ETF

iShares

Annual cost

0.25%

Fund size

$481M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CMBS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CMBSCGSM
Annual cost (TER)0.25%0.25%
Fund size (AUM)$481M$1.1B
Since20122023
Dividend yield3.52%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+4.5%
CAGR 3Y+4.9%N/A
CAGR 5Y+0.9%N/A
Sharpe 3Y0.30N/A
Volatility 1Y3.64%1.33%
Max drawdown-15.87%-1.42%

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

Similar to CMBS and CGSM