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PCRB vs CGSM

Putnam ESG Core Bond ETF - vs Capital Group Short Duration Municipal Income ETF

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM costs 0.11% less per year.
  • CGSM is significantly larger than PCRB — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

PCRBCGSM
Annual cost (TER)0.36%0.25%
Fund size (AUM)$7M$1.1B
Since20232023
Dividend yield9.54%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.2%+4.6%
CAGR 3Y+4.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.16N/A
Volatility 1Y3.77%1.34%
Max drawdown-7.20%-1.42%

Similar to PCRB and CGSM