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HMOP vs CGSD

Hartford Municipal Opportunities ETF vs Capital Group Short Duration Income ETF

HMOP

Hartford Municipal Opportunities ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$740M

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • HMOP follows a index tracking strategy; CGSD uses active selection.
  • HMOP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HMOPCGSD
Annual cost (TER)0.29%0.25%
Fund size (AUM)$740M$2.2B
Since20172022
Dividend yield3.48%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.1%+4.4%
CAGR 3Y+4.0%+5.0%
CAGR 5Y+1.3%N/A
Sharpe 3Y0.120.70
Volatility 1Y2.71%1.46%
Max drawdown-13.12%-1.75%

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

Similar to HMOP and CGSD