Screener
DRSK vs CGMU
Aptus Defined Risk ETF vs Capital Group Municipal Income ETF
Key differences
Both DRSK and CGMU are fixed income ETFs. DRSK charges 0.78% a year and CGMU 0.27%. The main difference: DRSK follows a option income strategy; CGMU uses index tracking.
- DRSK follows a option income strategy; CGMU uses index tracking.
- CGMU costs 0.51% less per year.
- CGMU is much larger than DRSK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DRSK has delivered higher annualized returns.
Side-by-side comparison
| DRSK | CGMU | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.27% |
| Fund size (AUM) | $1.5B | $6.1B |
| Since | 2018 | 2022 |
| Dividend yield | 3.60% | 3.34% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +7.0% | +6.4% |
| CAGR 3Y | +9.3% | +4.6% |
| CAGR 5Y | +3.0% | N/A |
| Sharpe 3Y | 0.71 | 0.30 |
| Volatility 1Y | 8.37% | 2.28% |
| Max drawdown | -19.87% | -4.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.