CGSM vs SFGV
Comparison between CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS (CGSM, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
CGSM vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSM
$1.10B
SFGV
$1.10B
Expense Ratio
Winner
CGSM
0.25%
SFGV
0.33%
Max Drawdown
Winner
CGSM
2.20%
SFGV
15.68%
Sharpe Ratio
CGSM
0.88
Winner
SFGV
1.85
5Y Beta
Winner
CGSM
-0.00
SFGV
0.68
CGSM vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
CGSM
+0.26%
Winner
SFGV
+1.67%
3M
Winner
CGSM
-0.09%
SFGV
-0.44%
6M
CGSM
+1.54%
Winner
SFGV
+13.11%
1Y
CGSM
+4.79%
Winner
SFGV
+27.74%
Max(CAGR)
CGSM
+5.13%
Winner
SFGV
+17.20%
CGSM vs SFGV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CGSM | SFGV |
|---|---|---|
| 2026 | +0.87% | +8.65% |
| 2025 | +4.46% | +19.10% |
| 2024 | +3.75% | +10.72% |
| 2023 | +4.04% | N/A |
CGSM vs SFGV Drawdown Comparison
The maximum drawdown for CGSM was -1.42%, occurring on Apr 11, 2025. Recovery took 62 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current CGSM drawdown is -0.52%. The current SFGV drawdown is -1.42%.
| Rank | CGSM | SFGV |
|---|---|---|
| #1 | -1.42% Feb 28, 2025 - May 29, 2025 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -1.18% Feb 26, 2026 - Mar 26, 2026 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -1.15% Oct 2, 2024 - Dec 2, 2024 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -0.90% Dec 6, 2024 - Jan 31, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -0.79% Dec 29, 2023 - Feb 1, 2024 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -0.74% May 15, 2024 - Jun 13, 2024 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -0.70% Feb 1, 2024 - Mar 1, 2024 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -0.46% Mar 22, 2024 - May 7, 2024 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.45% Sep 17, 2025 - Nov 28, 2025 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -0.44% Oct 13, 2023 - Nov 2, 2023 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -0.32% Sep 28, 2023 - Oct 11, 2023 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -0.25% Sep 16, 2024 - Sep 27, 2024 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -0.23% Aug 5, 2024 - Aug 14, 2024 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.19% Mar 13, 2024 - Mar 22, 2024 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -0.19% Feb 5, 2025 - Feb 20, 2025 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between CGSM and SFGV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2023 - 2026)
CGSM vs SFGV dividend yield comparison.
| Year | CGSM | SFGV |
|---|---|---|
| 2026 | 0.98% | 0.26% |
| 2025 | 3.05% | 2.52% |
| 2024 | 3.11% | 2.23% |
| 2023 | 0.84% | 0.00% |
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