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SCUB vs CGSM

Sterling Capital Ultra Short Bond ETF vs Capital Group Short Duration Municipal Income ETF

SCUB

Sterling Capital Ultra Short Bond ETF

Sterling Capital Funds

Annual cost

0.30%

Fund size

$25M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM is significantly larger than SCUB — larger funds tend to be more liquid and less likely to close.
  • SCUB follows a active selection strategy; CGSM uses index tracking.
  • SCUB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCUBCGSM
Annual cost (TER)0.30%0.25%
Fund size (AUM)$25M$1.1B
Since20122023
Dividend yield3.92%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.33%
Max drawdown-0.16%-1.42%

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

Similar to SCUB and CGSM