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CGMU vs JPIE

Capital Group Municipal Income ETF vs JPMorgan Income ETF

CGMU

Capital Group Municipal Income ETF

Capital Group

Annual cost

0.27%

Fund size

$5.8B

JPIE

JPMorgan Income ETF

JPMorgan

Annual cost

0.39%

Fund size

$8.7B

Key differences

  • CGMU costs 0.12% less per year.
  • CGMU follows a index tracking strategy; JPIE uses active selection.
  • Over the last 3 years, JPIE has delivered higher annualized returns.

Side-by-side comparison

CGMUJPIE
Annual cost (TER)0.27%0.39%
Fund size (AUM)$5.8B$8.7B
Since20222021
Dividend yield3.35%5.64%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+6.2%+6.0%
CAGR 3Y+4.2%+6.2%
CAGR 5YN/AN/A
Sharpe 3Y0.180.93
Volatility 1Y2.28%1.58%
Max drawdown-4.10%-9.96%

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

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