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CGMU vs FMB

Capital Group Municipal Income ETF vs First Trust Managed Municipal ETF

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$6.1B

FMB

First Trust Managed Municipal ETF

Annual cost

0.39%

Fund size

$2.0B

Key differences

Both CGMU and FMB are fixed income ETFs. CGMU charges 0.27% a year and FMB 0.39%. The main difference: CGMU costs 0.12% less per year.

  • CGMU costs 0.12% less per year.
  • CGMU is much larger than FMB. Larger funds are usually more liquid and less likely to close.
  • FMB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMUFMB
Annual cost (TER)0.27%0.39%
Fund size (AUM)$6.1B$2.0B
Since20222014
Dividend yield3.34%3.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+6.9%
CAGR 3Y+4.6%+4.0%
CAGR 5YN/A+0.7%
Sharpe 3Y0.300.11
Volatility 1Y2.28%2.63%
Max drawdown-4.10%-14.16%

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

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