CGMU vs. VYM

In the year-to-date period, CGMU achieves a -0.23% return, which is significantly lower than VYM's 1.59% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CGMU has a 0.27% expense ratio, which is higher than VYM's 0.06% 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%.

This table presents a comparison of risk-adjusted performance metrics for Capital Group Municipal Income ETF (CGMU) and Vanguard High Dividend Yield ETF (VYM). 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.

The current CGMU Sharpe Ratio is 0.50, which is comparable to the VYM Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of CGMU and VYM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CGMU's dividend yield for the trailing twelve months is around 3.27%, more than VYM's 2.86% yield.

The maximum CGMU drawdown since its inception was -4.10%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for CGMU and VYM. For additional features, visit the drawdowns tool.

The current volatility for Capital Group Municipal Income ETF (CGMU) is 1.27%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 4.71%. This indicates that CGMU experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.