CGSM vs DRSK
Comparison between CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS (CGSM, ETF) and APTUS DEFINED RISK ETF (DRSK, ETF).
CGSM vs DRSK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSM
$1.50B
DRSK
$1.50B
Expense Ratio
Winner
CGSM
0.25%
DRSK
0.78%
Max Drawdown
Winner
CGSM
2.20%
DRSK
28.44%
Sharpe Ratio
CGSM
-0.39
Winner
DRSK
0.23
5Y Beta
Winner
CGSM
0.00
DRSK
0.24
5Y Dividends CAGR
CGSM
N/A
DRSK
-8.14%
CGSM vs DRSK - Historical Returns
Returns include dividend reinvestment.
1M
CGSM
-0.06%
Winner
DRSK
+1.42%
3M
CGSM
+0.51%
Winner
DRSK
+0.95%
6M
CGSM
+0.54%
Winner
DRSK
+5.02%
1Y
CGSM
+3.34%
Winner
DRSK
+5.32%
5Y(CAGR)
CGSM
N/A
DRSK
+2.85%
Max(CAGR)
CGSM
+4.87%
Winner
DRSK
+5.52%
CGSM vs DRSK - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CGSM | DRSK |
|---|---|---|
| 2026 | +1.42% | +3.92% |
| 2025 | +4.46% | +7.47% |
| 2024 | +3.75% | +12.19% |
| 2023 | +4.04% | +1.72% |
| 2022 | N/A | -9.66% |
| 2021 | N/A | +1.16% |
| 2020 | N/A | +13.31% |
| 2019 | N/A | +12.59% |
| 2018 | N/A | +2.40% |
CGSM vs DRSK Drawdown Comparison
The maximum drawdown for CGSM was -1.42%, occurring on Apr 11, 2025. Recovery took 62 trading sessions.
The maximum drawdown for DRSK was -19.86%, occurring on Oct 31, 2023. Recovery took 674 trading sessions.
The current CGSM drawdown is -0.08%. The current DRSK drawdown is -1.26%.
| Rank | CGSM | DRSK |
|---|---|---|
| #1 | -1.42% Feb 28, 2025 - May 29, 2025 | -19.86% Nov 5, 2021 - Jul 16, 2024 |
| #2 | -1.18% Feb 26, 2026 - Jun 26, 2026 | -8.21% Mar 5, 2020 - Apr 14, 2020 |
| #3 | -1.15% Oct 2, 2024 - Dec 2, 2024 | -7.20% Oct 28, 2025 - May 8, 2026 |
| #4 | -0.90% Dec 6, 2024 - Jan 31, 2025 | -4.57% Jul 26, 2021 - Nov 5, 2021 |
| #5 | -0.79% Dec 29, 2023 - Feb 1, 2024 | -4.55% Mar 5, 2025 - May 16, 2025 |
| #6 | -0.74% May 15, 2024 - Jun 13, 2024 | -4.51% Sep 2, 2020 - Jul 26, 2021 |
| #7 | -0.70% Feb 1, 2024 - Mar 1, 2024 | -4.22% Jun 1, 2026 - Jul 24, 2026 |
| #8 | -0.68% Jul 6, 2026 - Jul 23, 2026 | -3.80% Dec 16, 2024 - Feb 13, 2025 |
| #9 | -0.46% Mar 22, 2024 - May 7, 2024 | -2.86% Sep 27, 2024 - Dec 16, 2024 |
| #10 | -0.45% Sep 17, 2025 - Nov 28, 2025 | -2.66% Sep 3, 2019 - Jan 6, 2020 |
| #11 | -0.44% Oct 13, 2023 - Nov 2, 2023 | -2.28% Jul 3, 2025 - Aug 13, 2025 |
| #12 | -0.32% Sep 28, 2023 - Oct 11, 2023 | -1.99% Jul 16, 2024 - Aug 15, 2024 |
| #13 | -0.25% Sep 16, 2024 - Sep 27, 2024 | -1.91% Apr 16, 2020 - May 6, 2020 |
| #14 | -0.23% Aug 5, 2024 - Aug 14, 2024 | -1.90% Sep 20, 2018 - Oct 29, 2018 |
| #15 | -0.19% Mar 13, 2024 - Mar 22, 2024 | -1.81% Dec 13, 2018 - Jan 18, 2019 |
Correlation
Correlation between CGSM and DRSK is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2018 - 2026)
CGSM vs DRSK dividend yield comparison.
| Year | CGSM | DRSK |
|---|---|---|
| 2026 | 1.64% | 1.70% |
| 2025 | 3.05% | 3.67% |
| 2024 | 3.11% | 3.31% |
| 2023 | 0.84% | 3.57% |
| 2022 | 0.00% | 1.93% |
| 2021 | 0.00% | 2.64% |
| 2020 | 0.00% | 5.69% |
| 2019 | 0.00% | 3.04% |
| 2018 | 0.00% | 2.62% |
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