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RMIF vs CGMS

LHA Risk-Managed Income ETF vs Capital Group U.S. Multi-Sector Income ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

CGMS

Capital Group U.S. Multi-Sector Income ETF

Annual cost

0.39%

Fund size

$4.9B

Key differences

Both RMIF and CGMS are fixed income ETFs. RMIF charges 1.55% a year and CGMS 0.39%. The main difference: RMIF follows a active selection strategy; CGMS uses index tracking.

  • RMIF follows a active selection strategy; CGMS uses index tracking.
  • CGMS costs 1.16% less per year.
  • CGMS is much larger than RMIF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RMIFCGMS
Annual cost (TER)1.55%0.39%
Fund size (AUM)$26M$4.9B
Since20232022
Dividend yield5.29%6.08%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.0%+6.7%
CAGR 3YN/A+8.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y2.65%3.48%
Max drawdown-3.01%-4.08%

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

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