Screener
OWNS vs CGSM
Impact Shares Affordable Housing MBS ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
- CGSM is significantly larger than OWNS — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| OWNS | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.25% |
| Fund size (AUM) | $102M | $1.1B |
| Since | 2021 | 2023 |
| Dividend yield | 4.31% | 3.04% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.0% | +4.5% |
| CAGR 3Y | +3.7% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.05 | N/A |
| Volatility 1Y | 4.57% | 1.33% |
| Max drawdown | -17.05% | -1.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OWNS and CGSM
Explore further