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IGEB vs CGSM

iShares Investment Grade Systematic Bond ETF vs Capital Group Short Duration Municipal Income ETF

IGEB

iShares Investment Grade Systematic Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • IGEB costs 0.07% less per year.
  • IGEB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGEBCGSM
Annual cost (TER)0.18%0.25%
Fund size (AUM)$1.4B$1.1B
Since20172023
Dividend yield5.03%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.9%+4.5%
CAGR 3Y+5.8%N/A
CAGR 5Y+1.2%N/A
Sharpe 3Y0.40N/A
Volatility 1Y4.24%1.33%
Max drawdown-21.13%-1.42%

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

Similar to IGEB and CGSM