Screener
LODI vs CGSM
AAM SLC Low Duration Income ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both LODI and CGSM are fixed income ETFs. LODI charges 0.15% a year and CGSM 0.25%. The main difference: LODI follows a active selection strategy; CGSM uses index tracking.
- LODI follows a active selection strategy; CGSM uses index tracking.
- LODI costs 0.10% less per year.
- CGSM is much larger than LODI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LODI | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $83M | $1.2B |
| Since | 2024 | 2023 |
| Dividend yield | 4.98% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.8% | +4.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 2.41% | 1.34% |
| Max drawdown | -1.02% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.