Screener
FSMB vs CGHM
First Trust Short Duration Managed Municipal ETF vs Capital Group Municipal High-Income ETF
Key differences
Both FSMB and CGHM are fixed income ETFs. FSMB charges 0.34% a year and CGHM 0.34%. The main difference: FSMB follows a active selection strategy; CGHM uses index tracking.
- FSMB follows a active selection strategy; CGHM uses index tracking.
- CGHM is much larger than FSMB. Larger funds are usually more liquid and less likely to close.
- FSMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSMB | CGHM | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.34% |
| Fund size (AUM) | $611M | $3.1B |
| Since | 2018 | 2024 |
| Dividend yield | 3.15% | 3.82% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +9.2% |
| CAGR 3Y | +3.5% | N/A |
| CAGR 5Y | +1.5% | N/A |
| Sharpe 3Y | -0.04 | N/A |
| Volatility 1Y | 1.40% | 3.13% |
| Max drawdown | -6.32% | -5.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.