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RMIF vs CGUI

LHA Risk-Managed Income ETF vs Capital Group Ultra Short Income ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

CGUI

Capital Group Ultra Short Income ETF

Annual cost

0.18%

Fund size

$267M

Key differences

Both RMIF and CGUI are fixed income ETFs. RMIF charges 1.55% a year and CGUI 0.18%. The main difference: RMIF follows a active selection strategy; CGUI uses index tracking.

  • RMIF follows a active selection strategy; CGUI uses index tracking.
  • CGUI costs 1.37% less per year.
  • CGUI is much larger than RMIF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RMIFCGUI
Annual cost (TER)1.55%0.18%
Fund size (AUM)$26M$267M
Since20232024
Dividend yield5.29%3.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.0%+4.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.65%0.74%
Max drawdown-3.01%-0.18%

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

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