Screener
TOTL vs CGSM
State Street DoubleLine Total Return Tactical ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both TOTL and CGSM are fixed income ETFs. TOTL charges 0.55% a year and CGSM 0.25%. The main difference: TOTL follows a active selection strategy; CGSM uses index tracking.
- TOTL follows a active selection strategy; CGSM uses index tracking.
- CGSM costs 0.30% less per year.
- TOTL is much larger than CGSM. Larger funds are usually more liquid and less likely to close.
- TOTL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TOTL | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.25% |
| Fund size (AUM) | $4.2B | $1.2B |
| Since | 2015 | 2023 |
| Dividend yield | 5.27% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +4.4% |
| CAGR 3Y | +4.6% | N/A |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.20 | N/A |
| Volatility 1Y | 3.43% | 1.34% |
| Max drawdown | -16.47% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.