CGSM vs. VCRB
Compare and contrast key facts about Capital Group Short Duration Municipal Income ETF (CGSM) and Vanguard Core Bond ETF (VCRB).
CGSM and VCRB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGSM is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. VCRB is an actively managed fund by Vanguard. It was launched on Dec 14, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGSM or VCRB.
Correlation
The correlation between CGSM and VCRB is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CGSM vs. VCRB - Performance Comparison
Key characteristics
CGSM:
1.99
VCRB:
0.64
CGSM:
2.84
VCRB:
0.94
CGSM:
1.40
VCRB:
1.11
CGSM:
3.40
VCRB:
0.73
CGSM:
10.09
VCRB:
1.76
CGSM:
0.39%
VCRB:
1.92%
CGSM:
1.96%
VCRB:
5.27%
CGSM:
-1.15%
VCRB:
-4.59%
CGSM:
-0.80%
VCRB:
-3.47%
Returns By Period
In the year-to-date period, CGSM achieves a 0.12% return, which is significantly higher than VCRB's -0.01% return.
CGSM
0.12%
-0.34%
1.24%
4.06%
N/A
N/A
VCRB
-0.01%
-0.16%
1.02%
3.54%
N/A
N/A
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CGSM vs. VCRB - Expense Ratio Comparison
CGSM has a 0.25% expense ratio, which is higher than VCRB's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CGSM vs. VCRB — Risk-Adjusted Performance Rank
CGSM
VCRB
CGSM vs. VCRB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Short Duration Municipal Income ETF (CGSM) and Vanguard Core Bond ETF (VCRB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CGSM vs. VCRB - Dividend Comparison
CGSM's dividend yield for the trailing twelve months is around 2.77%, less than VCRB's 4.22% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
CGSM Capital Group Short Duration Municipal Income ETF | 2.77% | 2.77% | 0.84% |
VCRB Vanguard Core Bond ETF | 4.22% | 4.22% | 0.16% |
Drawdowns
CGSM vs. VCRB - Drawdown Comparison
The maximum CGSM drawdown since its inception was -1.15%, smaller than the maximum VCRB drawdown of -4.59%. Use the drawdown chart below to compare losses from any high point for CGSM and VCRB. For additional features, visit the drawdowns tool.
Volatility
CGSM vs. VCRB - Volatility Comparison
The current volatility for Capital Group Short Duration Municipal Income ETF (CGSM) is 0.69%, while Vanguard Core Bond ETF (VCRB) has a volatility of 1.53%. This indicates that CGSM experiences smaller price fluctuations and is considered to be less risky than VCRB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.