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FTSM vs CGMU

First Trust Enhanced Short Maturity ETF vs Capital Group Municipal Income ETF

FTSM

First Trust Enhanced Short Maturity ETF

Annual cost

0.29%

Fund size

$6.4B

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$6.1B

Key differences

Both FTSM and CGMU are fixed income ETFs. FTSM charges 0.29% a year and CGMU 0.27%. The main difference: FTSM has a longer track record, which may reduce uncertainty around long-term behavior.

  • FTSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTSMCGMU
Annual cost (TER)0.29%0.27%
Fund size (AUM)$6.4B$6.1B
Since20142022
Dividend yield4.16%3.34%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.2%+6.4%
CAGR 3Y+4.9%+4.6%
CAGR 5Y+3.5%N/A
Sharpe 3Y2.450.30
Volatility 1Y0.48%2.28%
Max drawdown-4.12%-4.10%

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

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