Screener
CGMU vs CGBL
Capital Group Municipal Income ETF vs Capital Group Core Balanced ETF
Key differences
- CGMU costs 0.06% less per year.
- CGMU is classified as fixed income, while CGBL is mixed asset — different risk/return profiles.
- CGMU follows a index tracking strategy; CGBL uses active selection.
Side-by-side comparison
| CGMU | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.33% |
| Fund size (AUM) | $5.8B | $6.1B |
| Since | 2022 | 2023 |
| Dividend yield | 3.35% | 1.92% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.2% | +19.6% |
| CAGR 3Y | +4.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.18 | N/A |
| Volatility 1Y | 2.28% | 9.65% |
| Max drawdown | -4.10% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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