Screener
SUB vs CGSM
iShares Short-Term National Muni Bond ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
- SUB costs 0.18% less per year.
- SUB is significantly larger than CGSM — larger funds tend to be more liquid and less likely to close.
- SUB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SUB | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.25% |
| Fund size (AUM) | $11.1B | $1.1B |
| Since | 2008 | 2023 |
| Dividend yield | 2.48% | 3.04% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.1% | +4.6% |
| CAGR 3Y | +3.3% | N/A |
| CAGR 5Y | +1.5% | N/A |
| Sharpe 3Y | -0.20 | N/A |
| Volatility 1Y | 1.00% | 1.34% |
| Max drawdown | -9.46% | -1.42% |
Similar to SUB and CGSM
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