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CGHM vs IUSB

Capital Group Municipal High-Income ETF vs iShares Core Universal USD Bond ETF

CGHM

Capital Group Municipal High-Income ETF

Capital Group

Annual cost

0.34%

Fund size

$2.9B

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.28% less per year.
  • IUSB is significantly larger than CGHM — larger funds tend to be more liquid and less likely to close.
  • IUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGHMIUSB
Annual cost (TER)0.34%0.06%
Fund size (AUM)$2.9B$36.5B
Since20242014
Dividend yield3.80%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.0%+6.0%
CAGR 3YN/A+4.2%
CAGR 5YN/A+0.5%
Sharpe 3YN/A0.15
Volatility 1Y3.11%3.66%
Max drawdown-5.90%-17.90%

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

Similar to CGHM and IUSB