Compare · 2 funds side by side · dividends reinvested

CGSD and MUB

CGSDCapital Group×MUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,373MUB · best of the two

02 / 04

CGSD and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Short Duration Income ETFBonds & Cash · Short-term0.25%4.42%+1.4%+2.5%+5.2%[…]−1.3%1.7%$2.9B1.1

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CGSD 2022 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Short Duration Income ETF · $2.9B[…]

CGSD

MUB

iShares National Muni Bond ETF · $54.7B$10,373

$10,000 five years ago, dividends reinvested

CGSDMeasureMUB

+1.4%Year to dateJan 1 → Nov 4+0.1%

+2.5%1 yearTotal return+0.7%

+5.2%3 years · per year$10,000 became $11,659 · $11,374+4.4%

[…]5 years · per year$10,000 became […] · $10,373+0.7%

0.25%Expense ratio$25 · $5 a year on $10k · lower is better0.05%

4.42%Trailing 12-mo yield$442 · $328 a year on $10k3.28%

−1.3%Worst dropSmaller is better−6.3%

1.7%VolatilityLower is calmer3.7%

CGSDMUB Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1CGSD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGSD vs MUB: Top 5 Holdings

Today

CGSD

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CGSD vs MUB Returns, Every Period

Capital GroupCGSD

+2.5%

past year

MUBiShares

+0.7%

past year

CGSDMUBFaded: behind in that period

3–0CGSD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CGSD vs MUB

YTD

Capital GroupCGSD

+1.4%

MUBiShares

+0.1%

+1.4%Year to date+0.1%

−1.3%Worst drop · 1Y−6.3%

1.7%Volatility · 1Y3.7%

4.4%Yield3.3%

$2.9BAssets$54.7B

4–0CGSD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGSD, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

CGSD0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CGSD, MUB

4.42%highest, CGSD

FundTrailing yieldYield$10k

CGSD4.42%$442

MUB3.28%$328

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$417most kept, CGSD

CGSD$442 − $25 = $417

MUB$328 − $5 = $323

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CGSD, MUB

Today

[…]holdings […]

CGSDMUB

CGSD—[…]

MUB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.5%CGSD, at 1.7% volatility

CGSDWorst drop−1.3%1.7% vol

MUBWorst drop−6.3%3.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CGSDMUB

+1.4%Year to date+0.1%

4.4%Yield3.3%

+2.5%Past year+0.7%

0.25%Fee0.05%

3–1CGSD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026