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YFYA vs CGSM
Yields for You Strategy A ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
- CGSM costs 1.00% less per year.
- CGSM is significantly larger than YFYA — larger funds tend to be more liquid and less likely to close.
- YFYA is classified as mixed asset, while CGSM is fixed income — different risk/return profiles.
- YFYA follows a active selection strategy; CGSM uses index tracking.
Side-by-side comparison
| YFYA | CGSM | |
|---|---|---|
| Annual cost (TER) | 1.25% | 0.25% |
| Fund size (AUM) | $26M | $1.1B |
| Since | 2025 | 2023 |
| Dividend yield | 5.22% | 3.04% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.4% | +4.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.51% | 1.33% |
| Max drawdown | -2.29% | -1.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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