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FTSD vs CGSM

Franklin Short Duration U.S. Government ETF vs Capital Group Short Duration Municipal Income ETF

FTSD

Franklin Short Duration U.S. Government ETF

Franklin Templeton Investments

Annual cost

0.25%

Fund size

$283M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM is significantly larger than FTSD — larger funds tend to be more liquid and less likely to close.
  • FTSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTSDCGSM
Annual cost (TER)0.25%0.25%
Fund size (AUM)$283M$1.1B
Since20132023
Dividend yield4.54%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+4.5%
CAGR 3Y+4.7%N/A
CAGR 5Y+2.4%N/A
Sharpe 3Y0.66N/A
Volatility 1Y1.32%1.33%
Max drawdown-5.32%-1.42%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FTSD and CGSM