Screener
CGMU vs FUMB
Capital Group Municipal Income ETF vs First Trust Ultra Short Duration Municipal ETF
Key differences
Both CGMU and FUMB are fixed income ETFs. CGMU charges 0.27% a year and FUMB 0.29%. The main difference: CGMU follows a index tracking strategy; FUMB uses active selection.
- CGMU follows a index tracking strategy; FUMB uses active selection.
- CGMU is much larger than FUMB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGMU has delivered higher annualized returns.
Side-by-side comparison
| CGMU | FUMB | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.29% |
| Fund size (AUM) | $6.1B | $231M |
| Since | 2022 | 2018 |
| Dividend yield | 3.34% | 2.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.6% | +2.6% |
| CAGR 3Y | +4.7% | +3.0% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | 0.32 | -0.48 |
| Volatility 1Y | 2.31% | 0.78% |
| Max drawdown | -4.10% | -2.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.