Screener
FMB vs CGSM
First Trust Managed Municipal ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both FMB and CGSM are fixed income ETFs. FMB charges 0.39% a year and CGSM 0.25%. The main difference: CGSM costs 0.14% less per year.
- CGSM costs 0.14% less per year.
- FMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMB | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $2.0B | $1.2B |
| Since | 2014 | 2023 |
| Dividend yield | 3.51% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.9% | +4.4% |
| CAGR 3Y | +4.0% | N/A |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.11 | N/A |
| Volatility 1Y | 2.63% | 1.34% |
| Max drawdown | -14.16% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.