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WTMU vs CGSM

Wisdomtree Core Laddered Municipal Fund vs Capital Group Short Duration Municipal Income ETF

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

CGSM

Capital Group Short Duration Municipal Income ETF

Annual cost

0.25%

Fund size

$1.2B

Key differences

Both WTMU and CGSM are fixed income ETFs. WTMU charges 0.25% a year and CGSM 0.25%. The main difference: CGSM is much larger than WTMU. Larger funds are usually more liquid and less likely to close.

  • CGSM is much larger than WTMU. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WTMUCGSM
Annual cost (TER)0.25%0.25%
Fund size (AUM)$11M$1.2B
Since20252023
Dividend yield2.99%3.00%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+4.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.22%1.34%
Max drawdown-4.24%-1.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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