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JPLD vs CGSM

J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF vs Capital Group Short Duration Municipal Income ETF

JPLD

J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF

JPMorgan

Annual cost

0.24%

Fund size

$3.8B

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

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

Side-by-side comparison

JPLDCGSM
Annual cost (TER)0.24%0.25%
Fund size (AUM)$3.8B$1.1B
Since19932023
Dividend yield4.21%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.0%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.52%1.33%
Max drawdown-1.17%-1.42%

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

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