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FCSH vs CGSM

Federated Hermes Short Duration Corporate ETF vs Capital Group Short Duration Municipal Income ETF

FCSH

Federated Hermes Short Duration Corporate ETF

Annual cost

0.30%

Fund size

$65M

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

Key differences

Both FCSH and CGSM are fixed income ETFs. FCSH charges 0.30% a year and CGSM 0.25%. The main difference: FCSH follows a active selection strategy; CGSM uses index tracking.

  • FCSH follows a active selection strategy; CGSM uses index tracking.
  • CGSM is much larger than FCSH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FCSHCGSM
Annual cost (TER)0.30%0.25%
Fund size (AUM)$65M$1.2B
Since20212023
Dividend yield4.09%3.00%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+4.4%
CAGR 3Y+5.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.64N/A
Volatility 1Y1.97%1.34%
Max drawdown-8.47%-1.42%

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

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