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SCMC vs CGMS

Sterling Capital Multi-strategy Income Etf vs Capital Group U.S. Multi-Sector Income ETF

SCMC

STERLING CAPITAL MULTI-STRATEGY INCOME ETF

Sterling Capital Funds

Annual cost

0.55%

Fund size

$198M

CGMS

Capital Group U.S. Multi-Sector Income ETF

Capital Group

Annual cost

0.39%

Fund size

$4.7B

Key differences

  • CGMS costs 0.16% less per year.
  • CGMS is significantly larger than SCMC — larger funds tend to be more liquid and less likely to close.
  • SCMC follows a active selection strategy; CGMS uses index tracking.

Side-by-side comparison

SCMCCGMS
Annual cost (TER)0.55%0.39%
Fund size (AUM)$198M$4.7B
Since20252022
Dividend yield5.93%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+7.9%
CAGR 3YN/A+8.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.92
Volatility 1Y3.49%
Max drawdown-1.91%-4.08%

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

Similar to SCMC and CGMS