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FIIG vs CGSM

First Trust Intermediate Duration Investment Grade Corporate ETF vs Capital Group Short Duration Municipal Income ETF

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

Annual cost

0.49%

Fund size

$680M

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

Key differences

Both FIIG and CGSM are fixed income ETFs. FIIG charges 0.49% a year and CGSM 0.25%. The main difference: FIIG follows a active selection strategy; CGSM uses index tracking.

  • FIIG follows a active selection strategy; CGSM uses index tracking.
  • CGSM costs 0.24% less per year.

Side-by-side comparison

FIIGCGSM
Annual cost (TER)0.49%0.25%
Fund size (AUM)$680M$1.2B
Since20232023
Dividend yield4.64%3.00%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.9%+4.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.62%1.34%
Max drawdown-5.50%-1.42%

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

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