CGSM vs TGRT
Comparison between CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS (CGSM, ETF) and T. ROWE PRICE GROWTH ETF (TGRT, ETF).
CGSM vs TGRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSM
$1.20B
Winner
TGRT
$1.30B
Expense Ratio
Winner
CGSM
0.25%
TGRT
0.38%
Max Drawdown
Winner
CGSM
2.20%
TGRT
22.04%
Sharpe Ratio
CGSM
0.35
Winner
TGRT
0.73
5Y Beta
Winner
CGSM
-0.00
TGRT
1.19
P/E Ratio
CGSM
N/A
TGRT
37.65
Forward P/E
CGSM
N/A
TGRT
27.37
5Y EPS CAGR
CGSM
N/A
TGRT
35.99%
P/S Ratio
CGSM
N/A
TGRT
5.00
P/B Ratio
CGSM
N/A
TGRT
11.26
CGSM vs TGRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGSM
+0.70%
TGRT
-4.01%
3M
CGSM
+0.71%
Winner
TGRT
+10.35%
6M
Winner
CGSM
+1.52%
TGRT
-0.79%
1Y
CGSM
+4.24%
Winner
TGRT
+14.77%
Max(CAGR)
CGSM
+5.05%
Winner
TGRT
+20.46%
CGSM vs TGRT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CGSM | TGRT |
|---|---|---|
| 2026 | +1.30% | +0.57% |
| 2025 | +4.46% | +17.00% |
| 2024 | +3.75% | +35.17% |
| 2023 | +4.04% | +12.79% |
CGSM vs TGRT Drawdown Comparison
The maximum drawdown for CGSM was -1.42%, occurring on Apr 11, 2025. Recovery took 62 trading sessions.
The maximum drawdown for TGRT was -22.04%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The current CGSM drawdown is -0.10%. The current TGRT drawdown is -6.71%.
| Rank | CGSM | TGRT |
|---|---|---|
| #1 | -1.42% Feb 28, 2025 - May 29, 2025 | -22.04% Jan 23, 2025 - Jun 25, 2025 |
| #2 | -1.18% Feb 26, 2026 - Mar 26, 2026 | -17.89% Oct 29, 2025 - May 13, 2026 |
| #3 | -1.15% Oct 2, 2024 - Dec 2, 2024 | -11.89% Jul 10, 2024 - Oct 9, 2024 |
| #4 | -0.90% Dec 6, 2024 - Jan 31, 2025 | -8.26% Jul 18, 2023 - Nov 10, 2023 |
| #5 | -0.79% Dec 29, 2023 - Feb 1, 2024 | -7.33% Jun 1, 2026 - Jun 10, 2026 |
| #6 | -0.74% May 15, 2024 - Jun 13, 2024 | -6.69% Mar 22, 2024 - May 15, 2024 |
| #7 | -0.70% Feb 1, 2024 - Mar 1, 2024 | -5.07% Dec 11, 2024 - Jan 23, 2025 |
| #8 | -0.46% Mar 22, 2024 - May 7, 2024 | -3.34% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -0.45% Sep 17, 2025 - Nov 28, 2025 | -3.24% Oct 29, 2024 - Nov 6, 2024 |
| #10 | -0.44% Oct 13, 2023 - Nov 2, 2023 | -3.02% Dec 28, 2023 - Jan 10, 2024 |
| #11 | -0.32% Sep 28, 2023 - Oct 11, 2023 | -2.90% Nov 13, 2024 - Dec 3, 2024 |
| #12 | -0.25% Sep 16, 2024 - Sep 27, 2024 | -2.45% Feb 9, 2024 - Feb 22, 2024 |
| #13 | -0.23% Aug 5, 2024 - Aug 14, 2024 | -2.44% May 14, 2026 - May 28, 2026 |
| #14 | -0.19% Mar 13, 2024 - Mar 22, 2024 | -2.32% Jul 28, 2025 - Aug 6, 2025 |
| #15 | -0.19% Feb 5, 2025 - Feb 20, 2025 | -2.32% Jun 15, 2023 - Jun 30, 2023 |
Correlation
Correlation between CGSM and TGRT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
CGSM vs TGRT dividend yield comparison.
| Year | CGSM | TGRT |
|---|---|---|
| 2026 | 1.21% | 0.00% |
| 2025 | 3.05% | 0.08% |
| 2024 | 3.11% | 0.09% |
| 2023 | 0.84% | 0.06% |
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