Screener
JPIE vs CGSM
JPMorgan Income ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
- CGSM costs 0.14% less per year.
- JPIE is significantly larger than CGSM — larger funds tend to be more liquid and less likely to close.
- JPIE follows a active selection strategy; CGSM uses index tracking.
Side-by-side comparison
| JPIE | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $8.7B | $1.1B |
| Since | 2021 | 2023 |
| Dividend yield | 5.64% | 3.04% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.0% | +4.5% |
| CAGR 3Y | +6.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.93 | N/A |
| Volatility 1Y | 1.58% | 1.33% |
| Max drawdown | -9.96% | -1.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to JPIE and CGSM
Explore further