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FLXR vs CGSM

TCW Flexible Income ETF vs Capital Group Short Duration Municipal Income ETF

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.2B

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

Key differences

Both FLXR and CGSM are fixed income ETFs. FLXR charges 0.40% a year and CGSM 0.25%. The main difference: FLXR follows a active selection strategy; CGSM uses index tracking.

  • FLXR follows a active selection strategy; CGSM uses index tracking.
  • FLXR covers global markets; CGSM covers North America.
  • CGSM costs 0.15% less per year.
  • FLXR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FLXRCGSM
Annual cost (TER)0.40%0.25%
Fund size (AUM)$3.2B$1.2B
Since20182023
Dividend yield5.71%3.00%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.5%+4.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.28%1.34%
Max drawdown-1.94%-1.42%

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

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