Screener
MFLX vs CGSM
First Trust Flexible Municipal High Income ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both MFLX and CGSM are fixed income ETFs. MFLX charges 0.75% a year and CGSM 0.25%. The main difference: MFLX follows a active selection strategy; CGSM uses index tracking.
- MFLX follows a active selection strategy; CGSM uses index tracking.
- CGSM costs 0.50% less per year.
- CGSM is much larger than MFLX. Larger funds are usually more liquid and less likely to close.
- MFLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MFLX | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.25% |
| Fund size (AUM) | $19M | $1.2B |
| Since | 2016 | 2023 |
| Dividend yield | 4.09% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.2% | +4.4% |
| CAGR 3Y | +5.7% | N/A |
| CAGR 5Y | +0.0% | N/A |
| Sharpe 3Y | 0.25 | N/A |
| Volatility 1Y | 4.07% | 1.34% |
| Max drawdown | -26.76% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.