Screener
FSMB vs CGSD
First Trust Short Duration Managed Municipal ETF vs Capital Group Short Duration Income ETF
Key differences
Both FSMB and CGSD are fixed income ETFs. FSMB charges 0.34% a year and CGSD 0.25%. The main difference: CGSD costs 0.09% less per year.
- CGSD costs 0.09% less per year.
- CGSD is much larger than FSMB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGSD has delivered higher annualized returns.
Side-by-side comparison
| FSMB | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.25% |
| Fund size (AUM) | $611M | $2.3B |
| Since | 2018 | 2022 |
| Dividend yield | 3.15% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.0% | +4.1% |
| CAGR 3Y | +3.5% | +5.1% |
| CAGR 5Y | +1.5% | N/A |
| Sharpe 3Y | -0.04 | 0.74 |
| Volatility 1Y | 1.40% | 1.47% |
| Max drawdown | -6.32% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.