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Screener

FTCB vs CGSM

First Trust Core Investment Grade ETF vs Capital Group Short Duration Municipal Income ETF

FTCB

First Trust Core Investment Grade ETF

Annual cost

0.56%

Fund size

$2.5B

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

Key differences

Both FTCB and CGSM are fixed income ETFs. FTCB charges 0.56% a year and CGSM 0.25%. The main difference: FTCB follows a active selection strategy; CGSM uses index tracking.

  • FTCB follows a active selection strategy; CGSM uses index tracking.
  • CGSM costs 0.31% less per year.

Side-by-side comparison

FTCBCGSM
Annual cost (TER)0.56%0.25%
Fund size (AUM)$2.5B$1.2B
Since20232023
Dividend yield4.90%3.00%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.7%+4.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.03%1.34%
Max drawdown-4.99%-1.42%

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

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