Screener
TUA vs CGMU
Simplify Short Term Treasury Futures Strategy ETF vs Capital Group Municipal Income ETF
Key differences
Both TUA and CGMU are fixed income ETFs. TUA charges 0.25% a year and CGMU 0.27%. The main difference: TUA follows a active selection strategy; CGMU uses index tracking.
- TUA follows a active selection strategy; CGMU uses index tracking.
- CGMU is much larger than TUA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGMU has delivered higher annualized returns.
Side-by-side comparison
| TUA | CGMU | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.27% |
| Fund size (AUM) | $757M | $6.1B |
| Since | 2022 | 2022 |
| Dividend yield | 3.53% | 3.34% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -1.9% | +6.4% |
| CAGR 3Y | -0.5% | +4.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.40 | 0.30 |
| Volatility 1Y | 6.84% | 2.28% |
| Max drawdown | -15.85% | -4.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.