JMSI vs. CGMU

In the year-to-date period, JMSI achieves a -0.38% return, which is significantly lower than CGMU's -0.23% return.

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JMSI has a 0.18% expense ratio, which is lower than CGMU's 0.27% expense ratio. Despite the difference, 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 J P Morgan Exchange-Traded Fund Trust - Sustainable Municipal Income Etf Fund (JMSI) and Capital Group Municipal Income ETF (CGMU). 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 JMSI Sharpe Ratio is 0.66, which is comparable to the CGMU Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of JMSI and CGMU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JMSI's dividend yield for the trailing twelve months is around 3.74%, more than CGMU's 2.99% yield.

The maximum JMSI drawdown since its inception was -4.57%, which is greater than CGMU's maximum drawdown of -4.10%. Use the drawdown chart below to compare losses from any high point for JMSI and CGMU.

J P Morgan Exchange-Traded Fund Trust - Sustainable Municipal Income Etf Fund (JMSI) has a higher volatility of 1.10% compared to Capital Group Municipal Income ETF (CGMU) at 0.93%. This indicates that JMSI's price experiences larger fluctuations and is considered to be riskier than CGMU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.