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HFSI vs CGSM

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF vs Capital Group Short Duration Municipal Income ETF

HFSI

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF

Annual cost

Fund size

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • HFSI covers emerging markets markets; CGSM covers north america.

Side-by-side comparison

HFSICGSM
Annual cost (TER)0.25%
Fund size (AUM)$1.1B
Since2023
Dividend yield3.04%
Asset classfixed incomefixed income
Regionemerging marketsnorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.0%+4.5%
CAGR 3Y+8.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.02N/A
Volatility 1Y3.62%1.33%
Max drawdown-19.34%-1.42%

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

Similar to HFSI and CGSM