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SCMB vs CGSM

Schwab Municipal Bond ETF vs Capital Group Short Duration Municipal Income ETF

SCMB

Schwab Municipal Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$3.7B

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • SCMB costs 0.22% less per year.
  • SCMB is significantly larger than CGSM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SCMBCGSM
Annual cost (TER)0.03%0.25%
Fund size (AUM)$3.7B$1.1B
Since20222023
Dividend yield3.41%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+4.5%
CAGR 3Y+2.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.17N/A
Volatility 1Y2.92%1.33%
Max drawdown-6.13%-1.42%

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

Similar to SCMB and CGSM