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SCUS vs CGSM

Schwab Ultra-Short Income ETF vs Capital Group Short Duration Municipal Income ETF

SCUS

Schwab Ultra-Short Income ETF

Schwab ETFs

Annual cost

0.14%

Fund size

$224M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • SCUS costs 0.11% less per year.
  • CGSM is significantly larger than SCUS — larger funds tend to be more liquid and less likely to close.
  • SCUS follows a active selection strategy; CGSM uses index tracking.

Side-by-side comparison

SCUSCGSM
Annual cost (TER)0.14%0.25%
Fund size (AUM)$224M$1.1B
Since20242023
Dividend yield4.03%3.04%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.66%1.33%
Max drawdown-0.17%-1.42%

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

Similar to SCUS and CGSM