CGSM vs UNIY
Comparison between CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS (CGSM, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
CGSM vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CGSM vs UNIY - Historical Returns
Returns include dividend reinvestment.
CGSM vs UNIY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CGSM | UNIY |
|---|---|---|
| 2026 | +1.30% | +0.70% |
| 2025 | +4.46% | +7.33% |
| 2024 | +3.75% | +2.22% |
| 2023 | +4.04% | +3.91% |
CGSM vs UNIY Drawdown Comparison
The maximum drawdown for CGSM was -1.42%, occurring on Apr 11, 2025. Recovery took 62 trading sessions.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current CGSM drawdown is -0.10%. The current UNIY drawdown is -0.94%.
| Rank | CGSM | UNIY |
|---|---|---|
| #1 | -1.42% Feb 28, 2025 - May 29, 2025 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -1.18% Feb 26, 2026 - Mar 26, 2026 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -1.15% Oct 2, 2024 - Dec 2, 2024 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -0.90% Dec 6, 2024 - Jan 31, 2025 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -0.79% Dec 29, 2023 - Feb 1, 2024 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -0.74% May 15, 2024 - Jun 13, 2024 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -0.70% Feb 1, 2024 - Mar 1, 2024 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | -0.46% Mar 22, 2024 - May 7, 2024 | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | -0.45% Sep 17, 2025 - Nov 28, 2025 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -0.44% Oct 13, 2023 - Nov 2, 2023 | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | -0.32% Sep 28, 2023 - Oct 11, 2023 | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -0.25% Sep 16, 2024 - Sep 27, 2024 | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -0.23% Aug 5, 2024 - Aug 14, 2024 | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | -0.19% Mar 13, 2024 - Mar 22, 2024 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -0.19% Feb 5, 2025 - Feb 20, 2025 | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between CGSM and UNIY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2023 - 2026)
CGSM vs UNIY dividend yield comparison.
| Year | CGSM | UNIY |
|---|---|---|
| 2026 | 1.21% | 1.92% |
| 2025 | 3.05% | 4.95% |
| 2024 | 3.11% | 4.86% |
| 2023 | 0.84% | 3.99% |
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