Screener
DMBS vs CGMS
Mortgage ETF vs Capital Group U.S. Multi-Sector Income ETF
Key differences
Both DMBS and CGMS are fixed income ETFs. DMBS charges 0.39% a year and CGMS 0.39%. The main difference: DMBS follows a active selection strategy; CGMS uses index tracking.
- DMBS follows a active selection strategy; CGMS uses index tracking.
- CGMS is much larger than DMBS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGMS has delivered higher annualized returns.
Side-by-side comparison
| DMBS | CGMS | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.39% |
| Fund size (AUM) | $690M | $4.9B |
| Since | 2023 | 2022 |
| Dividend yield | 5.04% | 6.08% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.4% | +6.7% |
| CAGR 3Y | +4.7% | +8.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.19 | 0.95 |
| Volatility 1Y | 4.12% | 3.48% |
| Max drawdown | -8.03% | -4.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.