Screener
NBSD vs CGMU
Neuberger Short Duration Income ETF vs Capital Group Municipal Income ETF
Key differences
Both NBSD and CGMU are fixed income ETFs. NBSD charges 0.35% a year and CGMU 0.27%. The main difference: NBSD follows a active selection strategy; CGMU uses index tracking.
- NBSD follows a active selection strategy; CGMU uses index tracking.
- NBSD covers global markets excluding the US; CGMU covers North America.
- CGMU costs 0.08% less per year.
- CGMU is much larger than NBSD. Larger funds are usually more liquid and less likely to close.
- NBSD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSD | CGMU | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.27% |
| Fund size (AUM) | $1.1B | $6.1B |
| Since | 2010 | 2022 |
| Dividend yield | 4.81% | 3.34% |
| Asset class | fixed income | fixed income |
| Region | global ex us | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +6.4% |
| CAGR 3Y | N/A | +4.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.30 |
| Volatility 1Y | 1.43% | 2.28% |
| Max drawdown | -2.63% | -4.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.