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EDGX vs CGMS

Global X U.S. 500 Income Edge ETF vs Capital Group U.S. Multi-Sector Income ETF

EDGX

Global X U.S. 500 Income Edge ETF

Annual cost

Fund size

CGMS

Capital Group U.S. Multi-Sector Income ETF

Annual cost

0.39%

Fund size

$4.9B

Key differences

EDGX is an alternative ETF, while CGMS is a fixed income ETF.

  • EDGX is an alternative fund, while CGMS is a fixed income fund. They carry different risk/return profiles.
  • EDGX follows a option income strategy; CGMS uses index tracking.

Side-by-side comparison

EDGXCGMS
Annual cost (TER)0.39%
Fund size (AUM)$4.9B
Since2022
Dividend yield6.08%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+6.5%
CAGR 3YN/A+7.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.88
Volatility 1Y3.44%
Max drawdown-7.58%-4.08%

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

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