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JMUB vs CGSM

JPMorgan Municipal ETF vs Capital Group Short Duration Municipal Income ETF

JMUB

JPMorgan Municipal ETF

JPMorgan

Annual cost

0.18%

Fund size

$7.5B

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • JMUB costs 0.07% less per year.
  • JMUB is significantly larger than CGSM — larger funds tend to be more liquid and less likely to close.
  • JMUB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JMUBCGSM
Annual cost (TER)0.18%0.25%
Fund size (AUM)$7.5B$1.1B
Since20182023
Dividend yield3.58%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.2%+4.5%
CAGR 3Y+3.3%N/A
CAGR 5Y+1.1%N/A
Sharpe 3Y-0.07N/A
Volatility 1Y2.37%1.33%
Max drawdown-12.50%-1.42%

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

Similar to JMUB and CGSM