Screener
OWNS vs CGMS
Impact Shares Affordable Housing MBS ETF vs Capital Group U.S. Multi-Sector Income ETF
Key differences
- OWNS costs 0.09% less per year.
- CGMS is significantly larger than OWNS — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, CGMS has delivered higher annualized returns.
Side-by-side comparison
| OWNS | CGMS | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.39% |
| Fund size (AUM) | $102M | $4.7B |
| Since | 2021 | 2022 |
| Dividend yield | 4.31% | 5.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.0% | +7.9% |
| CAGR 3Y | +3.7% | +8.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.05 | 0.92 |
| Volatility 1Y | 4.57% | 3.49% |
| Max drawdown | -17.05% | -4.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OWNS and CGMS
Explore further