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MEAR vs CGSM

iShares Short Maturity Municipal Bond Active ETF vs Capital Group Short Duration Municipal Income ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • MEAR follows a active selection strategy; CGSM uses index tracking.
  • MEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MEARCGSM
Annual cost (TER)0.26%0.25%
Fund size (AUM)$1.3B$1.1B
Since20152023
Dividend yield2.87%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.3%+4.5%
CAGR 3Y+3.6%N/A
CAGR 5Y+2.4%N/A
Sharpe 3Y-0.02N/A
Volatility 1Y0.86%1.33%
Max drawdown-2.68%-1.42%

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

Similar to MEAR and CGSM