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SCMB vs CGSD

Schwab Municipal Bond ETF vs Capital Group Short Duration Income ETF

SCMB

Schwab Municipal Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$3.7B

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • SCMB costs 0.22% less per year.
  • SCMB follows a index tracking strategy; CGSD uses active selection.
  • Over the last 3 years, CGSD has delivered higher annualized returns.

Side-by-side comparison

SCMBCGSD
Annual cost (TER)0.03%0.25%
Fund size (AUM)$3.7B$2.2B
Since20222022
Dividend yield3.41%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.7%+4.4%
CAGR 3Y+2.8%+5.0%
CAGR 5YN/AN/A
Sharpe 3Y-0.170.70
Volatility 1Y2.92%1.46%
Max drawdown-6.13%-1.75%

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

Similar to SCMB and CGSD