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FLXR vs CGUI

TCW Flexible Income ETF vs Capital Group Ultra Short Income ETF

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.2B

CGUI

Capital Group Ultra Short Income ETF

Annual cost

0.18%

Fund size

$267M

Key differences

Both FLXR and CGUI are fixed income ETFs. FLXR charges 0.40% a year and CGUI 0.18%. The main difference: FLXR follows a active selection strategy; CGUI uses index tracking.

  • FLXR follows a active selection strategy; CGUI uses index tracking.
  • FLXR covers global markets; CGUI covers North America.
  • CGUI costs 0.22% less per year.
  • FLXR is much larger than CGUI. Larger funds are usually more liquid and less likely to close.
  • FLXR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FLXRCGUI
Annual cost (TER)0.40%0.18%
Fund size (AUM)$3.2B$267M
Since20182024
Dividend yield5.71%3.89%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.5%+4.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.28%0.74%
Max drawdown-1.94%-0.18%

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

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