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MNBD vs CGSM

ALPS Intermediate Municipal Bond ETF vs Capital Group Short Duration Municipal Income ETF

MNBD

ALPS Intermediate Municipal Bond ETF

ALPS

Annual cost

0.44%

Fund size

$55M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM costs 0.19% less per year.
  • CGSM is significantly larger than MNBD — larger funds tend to be more liquid and less likely to close.
  • MNBD follows a active selection strategy; CGSM uses index tracking.

Side-by-side comparison

MNBDCGSM
Annual cost (TER)0.44%0.25%
Fund size (AUM)$55M$1.1B
Since20222023
Dividend yield3.33%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.8%+4.5%
CAGR 3Y+4.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.13N/A
Volatility 1Y2.47%1.33%
Max drawdown-5.89%-1.42%

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

Similar to MNBD and CGSM