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CGHM vs TAFM

Capital Group Municipal High-Income ETF vs AB Tax-Aware Intermediate Municipal ETF

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$3.1B

TAFM

AB Tax-Aware Intermediate Municipal ETF

Annual cost

0.28%

Fund size

$612M

Key differences

Both CGHM and TAFM are fixed income ETFs. CGHM charges 0.34% a year and TAFM 0.28%. The main difference: CGHM follows a index tracking strategy; TAFM uses active selection.

  • CGHM follows a index tracking strategy; TAFM uses active selection.
  • TAFM costs 0.06% less per year.
  • CGHM is much larger than TAFM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGHMTAFM
Annual cost (TER)0.34%0.28%
Fund size (AUM)$3.1B$612M
Since20242023
Dividend yield3.82%3.67%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+9.2%+7.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.13%3.21%
Max drawdown-5.90%-4.74%

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

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