Screener
FXED vs CGMS
Sound Enhanced Fixed Income ETF vs Capital Group U.S. Multi-Sector Income ETF
Key differences
Both FXED and CGMS are fixed income ETFs. FXED charges 1.89% a year and CGMS 0.39%. The main difference: FXED follows a active selection strategy; CGMS uses index tracking.
- FXED follows a active selection strategy; CGMS uses index tracking.
- CGMS costs 1.50% less per year.
- CGMS is much larger than FXED. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGMS has delivered higher annualized returns.
Side-by-side comparison
| FXED | CGMS | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.39% |
| Fund size (AUM) | $40M | $4.9B |
| Since | 2020 | 2022 |
| Dividend yield | 7.10% | 6.08% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +6.7% |
| CAGR 3Y | +6.6% | +8.2% |
| CAGR 5Y | +2.3% | N/A |
| Sharpe 3Y | 0.38 | 0.95 |
| Volatility 1Y | 6.85% | 3.48% |
| Max drawdown | -20.07% | -4.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.