Screener
FXED vs CGSM
Sound Enhanced Fixed Income ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both FXED and CGSM are fixed income ETFs. FXED charges 1.89% a year and CGSM 0.25%. The main difference: FXED follows a active selection strategy; CGSM uses index tracking.
- FXED follows a active selection strategy; CGSM uses index tracking.
- CGSM costs 1.64% less per year.
- CGSM is much larger than FXED. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FXED | CGSM | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.25% |
| Fund size (AUM) | $40M | $1.2B |
| Since | 2020 | 2023 |
| Dividend yield | 7.10% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +4.4% |
| CAGR 3Y | +6.6% | N/A |
| CAGR 5Y | +2.3% | N/A |
| Sharpe 3Y | 0.38 | N/A |
| Volatility 1Y | 6.85% | 1.34% |
| Max drawdown | -20.07% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.