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CGHM vs FMHI

Capital Group Municipal High-Income ETF vs First Trust Municipal High Income ETF

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$3.1B

FMHI

First Trust Municipal High Income ETF

Annual cost

0.49%

Fund size

$976M

Key differences

Both CGHM and FMHI are fixed income ETFs. CGHM charges 0.34% a year and FMHI 0.49%. The main difference: CGHM costs 0.15% less per year.

  • CGHM costs 0.15% less per year.
  • CGHM is much larger than FMHI. Larger funds are usually more liquid and less likely to close.
  • FMHI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGHMFMHI
Annual cost (TER)0.34%0.49%
Fund size (AUM)$3.1B$976M
Since20242017
Dividend yield3.82%4.26%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.0%+8.3%
CAGR 3YN/A+5.5%
CAGR 5YN/A+0.9%
Sharpe 3YN/A0.40
Volatility 1Y3.11%3.07%
Max drawdown-5.90%-18.83%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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