Skip to content
Beacon
Screener

OPER vs CGSM

ClearShares Ultra-Short Maturity ETF vs Capital Group Short Duration Municipal Income ETF

OPER

ClearShares Ultra-Short Maturity ETF

ClearShares

Annual cost

0.20%

Fund size

$143M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM is significantly larger than OPER — larger funds tend to be more liquid and less likely to close.
  • OPER follows a active selection strategy; CGSM uses index tracking.
  • OPER has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OPERCGSM
Annual cost (TER)0.20%0.25%
Fund size (AUM)$143M$1.1B
Since20182023
Dividend yield4.10%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+4.5%
CAGR 3Y+4.6%N/A
CAGR 5Y+3.5%N/A
Sharpe 3Y2.24N/A
Volatility 1Y0.26%1.33%
Max drawdown-2.33%-1.42%

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

Similar to OPER and CGSM