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PSTR vs CGSM
PeakShares Sector Rotation ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
- CGSM costs 0.82% less per year.
- CGSM is significantly larger than PSTR — larger funds tend to be more liquid and less likely to close.
- PSTR is classified as alternative, while CGSM is fixed income — different risk/return profiles.
- PSTR follows a tactical allocation strategy; CGSM uses index tracking.
Side-by-side comparison
| PSTR | CGSM | |
|---|---|---|
| Annual cost (TER) | 1.07% | 0.25% |
| Fund size (AUM) | $57M | $1.1B |
| Since | 2024 | 2023 |
| Dividend yield | 4.75% | 3.04% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +19.4% | +4.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.48% | 1.33% |
| Max drawdown | -14.73% | -1.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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