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IUSB vs CGMS

iShares Core Universal USD Bond ETF vs Capital Group U.S. Multi-Sector Income ETF

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

CGMS

Capital Group U.S. Multi-Sector Income ETF

Capital Group

Annual cost

0.39%

Fund size

$4.7B

Key differences

  • IUSB costs 0.33% less per year.
  • IUSB is significantly larger than CGMS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CGMS has delivered higher annualized returns.
  • IUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IUSBCGMS
Annual cost (TER)0.06%0.39%
Fund size (AUM)$36.5B$4.7B
Since20142022
Dividend yield4.24%5.93%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.0%+7.9%
CAGR 3Y+4.2%+8.0%
CAGR 5Y+0.5%N/A
Sharpe 3Y0.150.92
Volatility 1Y3.66%3.49%
Max drawdown-17.90%-4.08%

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

Similar to IUSB and CGMS