Compare · 2 funds side by side · dividends reinvested

CGSM and VTEB

CGSMCapital Group×VTEBVanguard×

Versus in desk

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

02 / 04

CGSM and VTEB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Short Duration Municipal Income ETFBonds & Cash · Municipal0.25%2.88%+1.9%+2.5%+4.8%[…]−2.3%1.7%$1.7B1.3

Vanguard Tax-Exempt Bond ETFBonds & Cash · Municipal0.03%3.48%+0.2%+0.7%+4.6%+0.7%−6.6%3.6%$49.6B1.6

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: CGSM 2023 · VTEB 2015

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Short Duration Municipal Income ETF · $1.7B[…]

CGSM

VTEB

Vanguard Tax-Exempt Bond ETF · $49.6B$10,373

$10,000 five years ago, dividends reinvested

CGSMMeasureVTEB

+1.9%Year to dateJan 1 → Nov 4+0.2%

+2.5%1 yearTotal return+0.7%

+4.8%3 years · per year$10,000 became $11,501 · $11,431+4.6%

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

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

2.88%Trailing 12-mo yield$288 · $348 a year on $10k3.48%

−2.3%Worst dropSmaller is better−6.6%

1.7%VolatilityLower is calmer3.6%

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

5–2CGSM wins

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

More Ways to See the Pairs

CGSM vs VTEB: Top 5 Holdings

Today

CGSM

[…]in top 5

VTEB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

CGSM vs VTEB Returns, Every Period

Capital GroupCGSM

+2.5%

past year

VTEBVanguard

+0.7%

past year

CGSMVTEBFaded: behind in that period

3–0CGSM wins

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

CGSM vs VTEB

YTD

Capital GroupCGSM

+1.9%

VTEBVanguard

+0.2%

+1.9%Year to date+0.2%

−2.3%Worst drop · 1Y−6.6%

1.7%Volatility · 1Y3.6%

2.9%Yield3.5%

$1.7BAssets$49.6B

3–1CGSM wins

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

Cost, Income and Risk

Fees: CGSM, VTEB

Today

0.03%lowest, VTEB

FundExpense ratioFee$10k

VTEB0.03%$3

CGSM0.25%$25

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

Yields: CGSM, VTEB

3.48%highest, VTEB

FundTrailing yieldYield$10k

VTEB3.48%$348

CGSM2.88%$288

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

Income After Fees on $10,000

$345most kept, VTEB

VTEB$348 − $3 = $345

CGSM$288 − $25 = $263

KeptFee

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

Overlap: CGSM, VTEB

Today

[…]holdings […]

CGSMVTEB

CGSM—[…]

VTEB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.5%CGSM, at 1.7% volatility

CGSMWorst drop−2.3%1.7% vol

VTEBWorst drop−6.6%3.6% vol

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

Paid More vs Made More

YTD

VTEBCGSM

+0.2%Year to date+1.9%

3.5%Yield2.9%

+0.7%Past year+2.5%

0.03%Fee0.25%

2–2level

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