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NBSD vs CGHM

Neuberger Short Duration Income ETF vs Capital Group Municipal High-Income ETF

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$3.1B

Key differences

Both NBSD and CGHM are fixed income ETFs. NBSD charges 0.35% a year and CGHM 0.34%. The main difference: NBSD follows a active selection strategy; CGHM uses index tracking.

  • NBSD follows a active selection strategy; CGHM uses index tracking.
  • NBSD covers global markets excluding the US; CGHM covers North America.
  • NBSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBSDCGHM
Annual cost (TER)0.35%0.34%
Fund size (AUM)$1.1B$3.1B
Since20102024
Dividend yield4.81%3.82%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+9.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.43%3.11%
Max drawdown-2.63%-5.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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