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PSH vs CGSM

PGIM Short Duration High Yield ETF vs Capital Group Short Duration Municipal Income ETF

PSH

PGIM Short Duration High Yield ETF

Annual cost

0.45%

Fund size

$161M

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

Key differences

Both PSH and CGSM are fixed income ETFs. PSH charges 0.45% a year and CGSM 0.25%. The main difference: PSH follows a active selection strategy; CGSM uses index tracking.

  • PSH follows a active selection strategy; CGSM uses index tracking.
  • CGSM costs 0.20% less per year.
  • CGSM is much larger than PSH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PSHCGSM
Annual cost (TER)0.45%0.25%
Fund size (AUM)$161M$1.2B
Since20232023
Dividend yield6.79%3.00%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.86%1.34%
Max drawdown-3.06%-1.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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