Screener
FHYS vs CGSM
Federated Hermes Short Duration High Yield ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both FHYS and CGSM are fixed income ETFs. FHYS charges 0.50% a year and CGSM 0.25%. The main difference: FHYS follows a multi strategy strategy; CGSM uses index tracking.
- FHYS follows a multi strategy strategy; CGSM uses index tracking.
- CGSM costs 0.25% less per year.
- CGSM is much larger than FHYS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FHYS | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $51M | $1.2B |
| Since | 2021 | 2023 |
| Dividend yield | 5.78% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +6.3% | +4.4% |
| CAGR 3Y | +7.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 2.70% | 1.34% |
| Max drawdown | -11.63% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.