Screener
FTSM vs CGSM
First Trust Enhanced Short Maturity ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both FTSM and CGSM are fixed income ETFs. FTSM charges 0.29% a year and CGSM 0.25%. The main difference: FTSM is much larger than CGSM. Larger funds are usually more liquid and less likely to close.
- FTSM is much larger than CGSM. Larger funds are usually more liquid and less likely to close.
- FTSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTSM | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.25% |
| Fund size (AUM) | $6.4B | $1.2B |
| Since | 2014 | 2023 |
| Dividend yield | 4.16% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.2% | +4.4% |
| CAGR 3Y | +4.9% | N/A |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 2.45 | N/A |
| Volatility 1Y | 0.48% | 1.34% |
| Max drawdown | -4.12% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.