CGSM vs PJAN
Comparison between CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS (CGSM, ETF) and Innovator U.S. Equity Power Buffer ETF - January (PJAN, ETF).
CGSM vs PJAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSM
$1.50B
PJAN
$1.50B
Expense Ratio
Winner
CGSM
0.25%
PJAN
0.79%
Max Drawdown
Winner
CGSM
2.20%
PJAN
21.25%
Sharpe Ratio
CGSM
-0.39
Winner
PJAN
1.44
5Y Beta
Winner
CGSM
0.00
PJAN
0.46
CGSM vs PJAN - Historical Returns
Returns include dividend reinvestment.
1M
CGSM
-0.06%
Winner
PJAN
+1.61%
3M
CGSM
+0.51%
Winner
PJAN
+3.24%
6M
CGSM
+0.54%
Winner
PJAN
+6.35%
1Y
CGSM
+3.34%
Winner
PJAN
+13.00%
5Y(CAGR)
CGSM
N/A
PJAN
+9.05%
Max(CAGR)
CGSM
+4.87%
Winner
PJAN
+9.51%
CGSM vs PJAN - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | CGSM | PJAN |
|---|---|---|
| 2026 | +1.42% | +7.28% |
| 2025 | +4.46% | +11.40% |
| 2024 | +3.75% | +13.70% |
| 2023 | +4.04% | +18.18% |
| 2022 | N/A | -5.52% |
| 2021 | N/A | +9.55% |
| 2020 | N/A | +7.34% |
| 2019 | N/A | +12.34% |
CGSM vs PJAN Drawdown Comparison
The maximum drawdown for CGSM was -1.42%, occurring on Apr 11, 2025. Recovery took 62 trading sessions.
The maximum drawdown for PJAN was -21.25%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current CGSM drawdown is -0.08%.
| Rank | CGSM | PJAN |
|---|---|---|
| #1 | -1.42% Feb 28, 2025 - May 29, 2025 | -21.25% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -1.18% Feb 26, 2026 - Jun 26, 2026 | -11.93% Jan 3, 2022 - Apr 13, 2023 |
| #3 | -1.15% Oct 2, 2024 - Dec 2, 2024 | -10.49% Feb 19, 2025 - Jun 10, 2025 |
| #4 | -0.90% Dec 6, 2024 - Jan 31, 2025 | -5.51% Sep 14, 2023 - Nov 13, 2023 |
| #5 | -0.79% Dec 29, 2023 - Feb 1, 2024 | -4.63% Jan 28, 2026 - Apr 13, 2026 |
| #6 | -0.74% May 15, 2024 - Jun 13, 2024 | -3.34% Jul 16, 2024 - Aug 16, 2024 |
| #7 | -0.70% Feb 1, 2024 - Mar 1, 2024 | -3.25% Oct 12, 2020 - Nov 6, 2020 |
| #8 | -0.68% Jul 6, 2026 - Jul 23, 2026 | -2.37% Aug 26, 2020 - Oct 8, 2020 |
| #9 | -0.46% Mar 22, 2024 - May 7, 2024 | -2.33% Mar 28, 2024 - May 7, 2024 |
| #10 | -0.45% Sep 17, 2025 - Nov 28, 2025 | -2.28% Apr 30, 2019 - Jun 18, 2019 |
| #11 | -0.44% Oct 13, 2023 - Nov 2, 2023 | -2.13% Jan 20, 2021 - Feb 4, 2021 |
| #12 | -0.32% Sep 28, 2023 - Oct 11, 2023 | -2.05% Jul 26, 2019 - Sep 11, 2019 |
| #13 | -0.25% Sep 16, 2024 - Sep 27, 2024 | -1.69% Jul 31, 2023 - Aug 30, 2023 |
| #14 | -0.23% Aug 5, 2024 - Aug 14, 2024 | -1.59% Jun 2, 2026 - Jun 15, 2026 |
| #15 | -0.19% Mar 13, 2024 - Mar 22, 2024 | -1.58% May 7, 2021 - May 26, 2021 |
Correlation
Correlation between CGSM and PJAN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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