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LODI vs CGHM

AAM SLC Low Duration Income ETF vs Capital Group Municipal High-Income ETF

LODI

AAM SLC Low Duration Income ETF

Annual cost

0.15%

Fund size

$83M

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$3.1B

Key differences

Both LODI and CGHM are fixed income ETFs. LODI charges 0.15% a year and CGHM 0.34%. The main difference: LODI follows a active selection strategy; CGHM uses index tracking.

  • LODI follows a active selection strategy; CGHM uses index tracking.
  • LODI costs 0.19% less per year.
  • CGHM is much larger than LODI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LODICGHM
Annual cost (TER)0.15%0.34%
Fund size (AUM)$83M$3.1B
Since20242024
Dividend yield4.98%3.82%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.8%+9.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.41%3.13%
Max drawdown-1.02%-5.90%

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

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