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INMU vs CGSM

iShares Intermediate Muni Income Active ETF vs Capital Group Short Duration Municipal Income ETF

INMU

iShares Intermediate Muni Income Active ETF

Annual cost

0.30%

Fund size

$457M

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • INMU follows a active selection strategy; CGSM uses index tracking.

Side-by-side comparison

INMUCGSM
Annual cost (TER)0.30%0.25%
Fund size (AUM)$457M$1.1B
Since20212023
Dividend yield3.37%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+4.6%
CAGR 3Y+4.9%N/A
CAGR 5Y+1.8%N/A
Sharpe 3Y0.34N/A
Volatility 1Y2.51%1.34%
Max drawdown-10.66%-1.42%

Similar to INMU and CGSM