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CGMU vs. AUSM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CGMU vs. AUSM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Municipal Income ETF (CGMU) and Allspring Ultra Short Municipal ETF (AUSM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CGMU achieves a 1.65% return, which is significantly higher than AUSM's 1.18% return.


CGMU

1D
-0.07%
1M
1.15%
YTD
1.65%
6M
1.75%
1Y
6.27%
3Y*
4.47%
5Y*
10Y*

AUSM

1D
-0.02%
1M
0.23%
YTD
1.18%
6M
1.32%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CGMU vs. AUSM - Yearly Performance Comparison


Correlation

The correlation between CGMU and AUSM is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 8, 2025

0.17

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Return for Risk

CGMU vs. AUSM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CGMU
CGMU Risk / Return Rank: 7575
Overall Rank
CGMU Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
CGMU Sortino Ratio Rank: 9090
Sortino Ratio Rank
CGMU Omega Ratio Rank: 9393
Omega Ratio Rank
CGMU Calmar Ratio Rank: 5353
Calmar Ratio Rank
CGMU Martin Ratio Rank: 4949
Martin Ratio Rank

AUSM

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CGMU vs. AUSM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Municipal Income ETF (CGMU) and Allspring Ultra Short Municipal ETF (AUSM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CGMUAUSMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.59

Calmar ratioReturn relative to maximum drawdown

2.47

Martin ratioReturn relative to average drawdown

7.84

CGMU vs. AUSM - Sharpe Ratio Comparison


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Drawdowns

CGMU vs. AUSM - Drawdown Comparison

The maximum CGMU drawdown since its inception was -4.11%, which is greater than AUSM's maximum drawdown of -0.42%. Use the drawdown chart below to compare losses from any high point for CGMU and AUSM.


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Drawdown Indicators


CGMUAUSMDifference

Max Drawdown

Largest peak-to-trough decline

-4.11%

-0.42%

-3.69%

Max Drawdown (1Y)

Largest decline over 1 year

-2.55%

Max Drawdown (3Y)

Largest decline over 3 years

-3.89%

Current Drawdown

Current decline from peak

-0.64%

-0.03%

-0.61%

Average Drawdown

Average peak-to-trough decline

-0.84%

-0.09%

-0.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.80%

Volatility

CGMU vs. AUSM - Volatility Comparison


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Volatility by Period


CGMUAUSMDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.62%

Volatility (6M)

Calculated over the trailing 6-month period

1.73%

Volatility (1Y)

Calculated over the trailing 1-year period

2.28%

0.75%

+1.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.46%

0.75%

+2.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.46%

0.75%

+2.71%

CGMU vs. AUSM - Expense Ratio Comparison

CGMU has a 0.27% expense ratio, which is higher than AUSM's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

CGMU vs. AUSM - Dividend Comparison

CGMU's dividend yield for the trailing twelve months is around 3.32%, more than AUSM's 2.39% yield.


PositionTTM2025202420232022
AUSM
Allspring Ultra Short Municipal ETF
2.39%1.26%0.00%0.00%0.00%
CGMU
Capital Group Municipal Income ETF
3.32%3.32%3.21%3.08%0.49%

Frequently Asked Questions


CGMU and AUSM have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, AUSM is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AUSM is cheaper with a 0.18% expense ratio, compared with 0.27% for CGMU.

CGMU has the higher dividend yield at 3.32%, compared with 2.39% for AUSM.

They also come from different issuers: Capital Group and Allspring. Their fees differ too: 0.27% for CGMU and 0.18% for AUSM.

Portfolio Optimizer

Find the right allocation for CGMU and AUSM

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