Screener
FPFD vs CGSM
Fidelity Preferred Securities & Income ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both FPFD and CGSM are fixed income ETFs. FPFD charges 0.59% a year and CGSM 0.25%. The main difference: FPFD follows a active selection strategy; CGSM uses index tracking.
- FPFD follows a active selection strategy; CGSM uses index tracking.
- CGSM costs 0.34% less per year.
- CGSM is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FPFD | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.25% |
| Fund size (AUM) | $83M | $1.2B |
| Since | 2021 | 2023 |
| Dividend yield | 5.14% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.8% | +4.4% |
| CAGR 3Y | +7.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.95 | N/A |
| Volatility 1Y | 2.98% | 1.34% |
| Max drawdown | -20.83% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.