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FHYS vs CGMU

Federated Hermes Short Duration High Yield ETF vs Capital Group Municipal Income ETF

FHYS

Federated Hermes Short Duration High Yield ETF

Annual cost

0.50%

Fund size

$51M

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$6.1B

Key differences

Both FHYS and CGMU are fixed income ETFs. FHYS charges 0.50% a year and CGMU 0.27%. The main difference: FHYS follows a multi strategy strategy; CGMU uses index tracking.

  • FHYS follows a multi strategy strategy; CGMU uses index tracking.
  • CGMU costs 0.23% less per year.
  • CGMU is much larger than FHYS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FHYS has delivered higher annualized returns.

Side-by-side comparison

FHYSCGMU
Annual cost (TER)0.50%0.27%
Fund size (AUM)$51M$6.1B
Since20212022
Dividend yield5.78%3.34%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y+6.3%+6.4%
CAGR 3Y+7.9%+4.6%
CAGR 5YN/AN/A
Sharpe 3Y1.200.30
Volatility 1Y2.70%2.28%
Max drawdown-11.63%-4.10%

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

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