NFLT vs. CGMS
Compare and contrast key facts about Virtus Newfleet Multi-Sector Bond ETF (NFLT) and Capital Group U.S. Multi-Sector Income ETF (CGMS).
NFLT and CGMS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NFLT is an actively managed fund by Virtus. It was launched on Aug 10, 2015. CGMS is an actively managed fund by Capital Group. It was launched on Oct 25, 2022.
Performance
NFLT vs. CGMS - Performance Comparison
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NFLT vs. CGMS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
NFLT Virtus Newfleet Multi-Sector Bond ETF | -0.18% | 8.77% | 6.05% | 9.16% | 2.56% |
CGMS Capital Group U.S. Multi-Sector Income ETF | -0.24% | 7.52% | 7.24% | 11.51% | 2.61% |
Returns By Period
In the year-to-date period, NFLT achieves a -0.18% return, which is significantly higher than CGMS's -0.24% return.
NFLT
- 1D
- 0.44%
- 1M
- -1.60%
- YTD
- -0.18%
- 6M
- 1.38%
- 1Y
- 6.64%
- 3Y*
- 6.97%
- 5Y*
- 3.17%
- 10Y*
- 4.13%
CGMS
- 1D
- 0.78%
- 1M
- -1.23%
- YTD
- -0.24%
- 6M
- 0.95%
- 1Y
- 5.78%
- 3Y*
- 7.33%
- 5Y*
- —
- 10Y*
- —
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NFLT vs. CGMS - Expense Ratio Comparison
NFLT has a 0.50% expense ratio, which is higher than CGMS's 0.39% expense ratio.
Return for Risk
NFLT vs. CGMS — Risk / Return Rank
NFLT
CGMS
NFLT vs. CGMS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Multi-Sector Bond ETF (NFLT) and Capital Group U.S. Multi-Sector Income ETF (CGMS). 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.
| NFLT | CGMS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.31 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.82 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.67 | 1.58 | +1.09 |
Martin ratioReturn relative to average drawdown | 10.69 | 6.94 | +3.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NFLT | CGMS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.31 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 1.62 | -0.80 |
Correlation
The correlation between NFLT and CGMS is 0.60, 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.
Dividends
NFLT vs. CGMS - Dividend Comparison
NFLT's dividend yield for the trailing twelve months is around 5.66%, less than CGMS's 5.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFLT Virtus Newfleet Multi-Sector Bond ETF | 5.66% | 5.74% | 5.76% | 6.02% | 4.16% | 3.41% | 3.63% | 4.33% | 4.81% | 6.23% | 5.30% | 0.67% |
CGMS Capital Group U.S. Multi-Sector Income ETF | 5.95% | 6.00% | 5.91% | 5.84% | 0.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NFLT vs. CGMS - Drawdown Comparison
The maximum NFLT drawdown since its inception was -15.17%, which is greater than CGMS's maximum drawdown of -4.08%. Use the drawdown chart below to compare losses from any high point for NFLT and CGMS.
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Drawdown Indicators
| NFLT | CGMS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.17% | -4.08% | -11.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.52% | -3.65% | +1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -13.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -15.17% | — | — |
Current DrawdownCurrent decline from peak | -1.68% | -1.42% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -2.13% | -0.69% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.63% | 0.83% | -0.20% |
Volatility
NFLT vs. CGMS - Volatility Comparison
Virtus Newfleet Multi-Sector Bond ETF (NFLT) has a higher volatility of 2.03% compared to Capital Group U.S. Multi-Sector Income ETF (CGMS) at 1.93%. This indicates that NFLT's price experiences larger fluctuations and is considered to be riskier than CGMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NFLT | CGMS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.03% | 1.93% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 3.00% | 2.47% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.92% | 4.44% | +0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.42% | 5.19% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.93% | 5.19% | -0.26% |