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HCOW vs CGSM

Amplify COWS Covered Call ETF vs Capital Group Short Duration Municipal Income ETF

HCOW

Amplify COWS Covered Call ETF

Annual cost

0.65%

Fund size

$17M

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

Key differences

HCOW is an alternative ETF, while CGSM is a fixed income ETF. HCOW charges 0.65% a year and CGSM 0.25%.

  • HCOW is an alternative fund, while CGSM is a fixed income fund. They carry different risk/return profiles.
  • HCOW follows a option income strategy; CGSM uses index tracking.
  • CGSM costs 0.40% less per year.
  • CGSM is much larger than HCOW. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

HCOWCGSM
Annual cost (TER)0.65%0.25%
Fund size (AUM)$17M$1.2B
Since20232023
Dividend yield1.16%3.00%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+20.3%+4.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.90%1.34%
Max drawdown-24.15%-1.42%

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

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