Screener
TYA vs CGMU
Simplify Intermediate Term Treasury Futures Strategy ETF vs Capital Group Municipal Income ETF
Key differences
Both TYA and CGMU are fixed income ETFs. TYA charges 0.25% a year and CGMU 0.27%. The main difference: TYA follows a active selection strategy; CGMU uses index tracking.
- TYA follows a active selection strategy; CGMU uses index tracking.
- CGMU is much larger than TYA. 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
| TYA | CGMU | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.27% |
| Fund size (AUM) | $72M | $6.1B |
| Since | 2021 | 2022 |
| Dividend yield | 3.83% | 3.34% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +1.5% | +6.4% |
| CAGR 3Y | -1.7% | +4.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.22 | 0.30 |
| Volatility 1Y | 12.64% | 2.28% |
| Max drawdown | -51.15% | -4.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.