Screener
HYFI vs CGSM
AB High Yield ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both HYFI and CGSM are fixed income ETFs. HYFI charges 0.40% a year and CGSM 0.25%. The main difference: HYFI follows a active selection strategy; CGSM uses index tracking.
- HYFI follows a active selection strategy; CGSM uses index tracking.
- CGSM costs 0.15% less per year.
- CGSM is much larger than HYFI. Larger funds are usually more liquid and less likely to close.
- HYFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HYFI | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.25% |
| Fund size (AUM) | $341M | $1.2B |
| Since | 2016 | 2023 |
| Dividend yield | 6.71% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.5% | +4.5% |
| CAGR 3Y | +9.1% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.98 | N/A |
| Volatility 1Y | 3.96% | 1.34% |
| Max drawdown | -6.34% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.