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MDIV vs CGSM
Multi-Asset Diversified Income Index Fund vs Capital Group Short Duration Municipal Income ETF
Key differences
- CGSM costs 0.46% less per year.
- MDIV is classified as mixed asset, while CGSM is fixed income — different risk/return profiles.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.25% |
| Fund size (AUM) | $417M | $1.1B |
| Since | 2012 | 2023 |
| Dividend yield | 6.13% | 3.04% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +4.5% |
| CAGR 3Y | +12.3% | N/A |
| CAGR 5Y | +6.4% | N/A |
| Sharpe 3Y | 0.94 | N/A |
| Volatility 1Y | 6.70% | 1.33% |
| Max drawdown | -48.50% | -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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