Screener
TOTL vs CGMU
State Street DoubleLine Total Return Tactical ETF vs Capital Group Municipal Income ETF
Key differences
Both TOTL and CGMU are fixed income ETFs. TOTL charges 0.55% a year and CGMU 0.27%. The main difference: TOTL follows a active selection strategy; CGMU uses index tracking.
- TOTL follows a active selection strategy; CGMU uses index tracking.
- CGMU costs 0.28% less per year.
- TOTL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TOTL | CGMU | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.27% |
| Fund size (AUM) | $4.2B | $6.1B |
| Since | 2015 | 2022 |
| Dividend yield | 5.27% | 3.34% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +6.4% |
| CAGR 3Y | +4.6% | +4.6% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.20 | 0.30 |
| Volatility 1Y | 3.43% | 2.28% |
| Max drawdown | -16.47% | -4.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.