Skip to content
Beacon
Screener

HCRB vs CGSM

Hartford Core Bond ETF vs Capital Group Short Duration Municipal Income ETF

HCRB

Hartford Core Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$360M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM is significantly larger than HCRB — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

HCRBCGSM
Annual cost (TER)0.29%0.25%
Fund size (AUM)$360M$1.1B
Since20202023
Dividend yield4.18%3.04%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+4.5%
CAGR 3Y+4.1%N/A
CAGR 5Y+0.1%N/A
Sharpe 3Y0.12N/A
Volatility 1Y3.85%1.33%
Max drawdown-19.90%-1.42%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HCRB and CGSM