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PSTR vs CGMU

PeakShares Sector Rotation ETF vs Capital Group Municipal Income ETF

PSTR

PeakShares Sector Rotation ETF

PeakShares LLC

Annual cost

1.07%

Fund size

$57M

CGMU

Capital Group Municipal Income ETF

Capital Group

Annual cost

0.27%

Fund size

$5.8B

Key differences

  • CGMU costs 0.80% less per year.
  • CGMU is significantly larger than PSTR — larger funds tend to be more liquid and less likely to close.
  • PSTR is classified as alternative, while CGMU is fixed income — different risk/return profiles.
  • PSTR follows a tactical allocation strategy; CGMU uses index tracking.

Side-by-side comparison

PSTRCGMU
Annual cost (TER)1.07%0.27%
Fund size (AUM)$57M$5.8B
Since20242022
Dividend yield4.75%3.35%
Asset classalternativefixed income
Regionnorth americanorth america
Strategytactical allocationindex tracking
CAGR 1Y+19.4%+6.6%
CAGR 3YN/A+4.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.31
Volatility 1Y8.48%2.31%
Max drawdown-14.73%-4.10%

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

Similar to PSTR and CGMU