Skip to content
Screener

CGHM vs FUMB

Capital Group Municipal High-Income ETF vs First Trust Ultra Short Duration Municipal ETF

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$3.1B

FUMB

First Trust Ultra Short Duration Municipal ETF

Annual cost

0.29%

Fund size

$231M

Key differences

Both CGHM and FUMB are fixed income ETFs. CGHM charges 0.34% a year and FUMB 0.29%. The main difference: CGHM follows a index tracking strategy; FUMB uses active selection.

  • CGHM follows a index tracking strategy; FUMB uses active selection.
  • FUMB costs 0.05% less per year.
  • CGHM is much larger than FUMB. Larger funds are usually more liquid and less likely to close.
  • FUMB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGHMFUMB
Annual cost (TER)0.34%0.29%
Fund size (AUM)$3.1B$231M
Since20242018
Dividend yield3.82%2.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+9.2%+2.6%
CAGR 3YN/A+3.0%
CAGR 5YN/A+2.0%
Sharpe 3YN/A-0.48
Volatility 1Y3.13%0.78%
Max drawdown-5.90%-2.68%

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

Similar to CGHM and FUMB