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JFLI vs CGMS

JPMorgan Flexible Income ETF vs Capital Group U.S. Multi-Sector Income ETF

JFLI

JPMorgan Flexible Income ETF

Annual cost

0.35%

Fund size

$46M

CGMS

Capital Group U.S. Multi-Sector Income ETF

Annual cost

0.39%

Fund size

$4.9B

Key differences

JFLI is a mixed asset ETF, while CGMS is a fixed income ETF. JFLI charges 0.35% a year and CGMS 0.39%.

  • JFLI is a mixed asset fund, while CGMS is a fixed income fund. They carry different risk/return profiles.
  • JFLI follows a active selection strategy; CGMS uses index tracking.
  • CGMS is much larger than JFLI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JFLICGMS
Annual cost (TER)0.35%0.39%
Fund size (AUM)$46M$4.9B
Since20252022
Dividend yield6.52%6.08%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.8%+6.4%
CAGR 3YN/A+7.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.88
Volatility 1Y8.70%3.44%
Max drawdown-12.87%-4.08%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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