CGSM vs CTA
Comparison between CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS (CGSM, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
CGSM vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSM
$1.50B
CTA
$1.50B
Expense Ratio
Winner
CGSM
0.25%
CTA
0.75%
Max Drawdown
Winner
CGSM
2.20%
CTA
22.46%
Sharpe Ratio
CGSM
-0.39
Winner
CTA
-0.03
5Y Beta
CGSM
0.00
Winner
CTA
-0.10
CGSM vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGSM
-0.06%
CTA
-0.12%
3M
Winner
CGSM
+0.51%
CTA
-14.86%
6M
Winner
CGSM
+0.54%
CTA
-5.92%
1Y
Winner
CGSM
+3.34%
CTA
-0.48%
5Y(CAGR)
CGSM
N/A
CTA
+6.41%
Max(CAGR)
CGSM
+4.87%
Winner
CTA
+6.41%
CGSM vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CGSM | CTA |
|---|---|---|
| 2026 | +1.42% | -1.52% |
| 2025 | +4.46% | +0.56% |
| 2024 | +3.75% | +22.54% |
| 2023 | +4.04% | -2.92% |
| 2022 | N/A | +9.54% |
CGSM vs CTA Drawdown Comparison
The maximum drawdown for CGSM was -1.42%, occurring on Apr 11, 2025. Recovery took 62 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current CGSM drawdown is -0.08%. The current CTA drawdown is -19.48%.
| Rank | CGSM | CTA |
|---|---|---|
| #1 | -1.42% Feb 28, 2025 - May 29, 2025 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -1.18% Feb 26, 2026 - Jun 26, 2026 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -1.15% Oct 2, 2024 - Dec 2, 2024 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -0.90% Dec 6, 2024 - Jan 31, 2025 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -0.79% Dec 29, 2023 - Feb 1, 2024 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -0.74% May 15, 2024 - Jun 13, 2024 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.70% Feb 1, 2024 - Mar 1, 2024 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.68% Jul 6, 2026 - Jul 23, 2026 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.46% Mar 22, 2024 - May 7, 2024 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.45% Sep 17, 2025 - Nov 28, 2025 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.44% Oct 13, 2023 - Nov 2, 2023 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.32% Sep 28, 2023 - Oct 11, 2023 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.25% Sep 16, 2024 - Sep 27, 2024 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.23% Aug 5, 2024 - Aug 14, 2024 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.19% Mar 13, 2024 - Mar 22, 2024 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between CGSM and CTA is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2022 - 2026)
CGSM vs CTA dividend yield comparison.
| Year | CGSM | CTA |
|---|---|---|
| 2026 | 1.64% | 3.71% |
| 2025 | 3.05% | 3.19% |
| 2024 | 3.11% | 4.80% |
| 2023 | 0.84% | 7.78% |
| 2022 | 0.00% | 6.58% |
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