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CAFX vs CGHM

Congress Intermediate Bond ETF vs Capital Group Municipal High-Income ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

CGHM

Capital Group Municipal High-Income ETF

Capital Group

Annual cost

0.34%

Fund size

$2.9B

Key differences

  • CGHM is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • CAFX follows a active selection strategy; CGHM uses index tracking.

Side-by-side comparison

CAFXCGHM
Annual cost (TER)0.35%0.34%
Fund size (AUM)$325M$2.9B
Since20242024
Dividend yield3.99%3.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+8.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.91%3.11%
Max drawdown-2.63%-5.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CAFX and CGHM