CGSM vs AVES
Comparison between CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS (CGSM, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).
CGSM vs AVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSM
$1.10B
Winner
AVES
$1.20B
Expense Ratio
Winner
CGSM
0.25%
AVES
0.36%
Max Drawdown
Winner
CGSM
2.20%
AVES
28.22%
Sharpe Ratio
CGSM
0.88
Winner
AVES
2.12
5Y Beta
Winner
CGSM
-0.00
AVES
0.66
CGSM vs AVES - Historical Returns
Returns include dividend reinvestment.
1M
CGSM
+0.26%
Winner
AVES
+7.49%
3M
CGSM
-0.09%
Winner
AVES
+5.81%
6M
CGSM
+1.54%
Winner
AVES
+19.70%
1Y
CGSM
+4.79%
Winner
AVES
+44.36%
5Y(CAGR)
CGSM
N/A
AVES
+10.39%
Max(CAGR)
CGSM
+5.13%
Winner
AVES
+10.39%
CGSM vs AVES - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | CGSM | AVES |
|---|---|---|
| 2026 | +0.87% | +14.57% |
| 2025 | +4.46% | +30.47% |
| 2024 | +3.75% | +5.94% |
| 2023 | +4.04% | +16.19% |
| 2022 | N/A | -16.49% |
| 2021 | N/A | +1.32% |
CGSM vs AVES Drawdown Comparison
The maximum drawdown for CGSM was -1.42%, occurring on Apr 11, 2025. Recovery took 62 trading sessions.
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The current CGSM drawdown is -0.52%.
| Rank | CGSM | AVES |
|---|---|---|
| #1 | -1.42% Feb 28, 2025 - May 29, 2025 | -27.41% Jan 12, 2022 - Apr 8, 2024 |
| #2 | -1.18% Feb 26, 2026 - Mar 26, 2026 | -18.49% Oct 2, 2024 - Jun 4, 2025 |
| #3 | -1.15% Oct 2, 2024 - Dec 2, 2024 | -12.90% Feb 25, 2026 - May 6, 2026 |
| #4 | -0.90% Dec 6, 2024 - Jan 31, 2025 | -8.51% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -0.79% Dec 29, 2023 - Feb 1, 2024 | -5.43% Oct 25, 2021 - Jan 11, 2022 |
| #6 | -0.74% May 15, 2024 - Jun 13, 2024 | -4.76% Apr 9, 2024 - May 2, 2024 |
| #7 | -0.70% Feb 1, 2024 - Mar 1, 2024 | -4.68% May 17, 2024 - Jul 11, 2024 |
| #8 | -0.46% Mar 22, 2024 - May 7, 2024 | -4.55% Sep 17, 2025 - Oct 23, 2025 |
| #9 | -0.45% Sep 17, 2025 - Nov 28, 2025 | -3.87% Nov 12, 2025 - Dec 22, 2025 |
| #10 | -0.44% Oct 13, 2023 - Nov 2, 2023 | -3.72% Jul 23, 2025 - Aug 13, 2025 |
| #11 | -0.32% Sep 28, 2023 - Oct 11, 2023 | -2.63% Jun 12, 2025 - Jun 24, 2025 |
| #12 | -0.25% Sep 16, 2024 - Sep 27, 2024 | -2.40% Jan 28, 2026 - Feb 9, 2026 |
| #13 | -0.23% Aug 5, 2024 - Aug 14, 2024 | -2.21% Oct 27, 2025 - Nov 10, 2025 |
| #14 | -0.19% Mar 13, 2024 - Mar 22, 2024 | -1.92% Oct 1, 2021 - Oct 14, 2021 |
| #15 | -0.19% Feb 5, 2025 - Feb 20, 2025 | -1.85% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between CGSM and AVES is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2021 - 2026)
CGSM vs AVES dividend yield comparison.
| Year | CGSM | AVES |
|---|---|---|
| 2026 | 0.98% | 0.10% |
| 2025 | 3.05% | 3.17% |
| 2024 | 3.11% | 4.09% |
| 2023 | 0.84% | 3.96% |
| 2022 | 0.00% | 3.70% |
| 2021 | 0.00% | 0.62% |
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