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MPLY vs CGSM

Monopoly ETF vs Capital Group Short Duration Municipal Income ETF

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM costs 0.54% less per year.
  • CGSM is significantly larger than MPLY — larger funds tend to be more liquid and less likely to close.
  • MPLY is classified as equity, while CGSM is fixed income — different risk/return profiles.
  • MPLY covers global markets; CGSM covers north america.
  • MPLY follows a active selection strategy; CGSM uses index tracking.

Side-by-side comparison

MPLYCGSM
Annual cost (TER)0.79%0.25%
Fund size (AUM)$13M$1.1B
Since20252023
Dividend yield3.04%
Asset classequityfixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+32.7%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.22%1.33%
Max drawdown-13.46%-1.42%

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

Similar to MPLY and CGSM