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CGMU vs QDVO

Capital Group Municipal Income ETF vs Amplify CWP Growth & Income ETF

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$6.1B

QDVO

Amplify CWP Growth & Income ETF

Annual cost

0.56%

Fund size

$731M

Key differences

CGMU is a fixed income ETF, while QDVO is an alternative ETF. CGMU charges 0.27% a year and QDVO 0.56%.

  • CGMU is a fixed income fund, while QDVO is an alternative fund. They carry different risk/return profiles.
  • CGMU follows a index tracking strategy; QDVO uses option income.
  • CGMU costs 0.29% less per year.
  • CGMU is much larger than QDVO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGMUQDVO
Annual cost (TER)0.27%0.56%
Fund size (AUM)$6.1B$731M
Since20222024
Dividend yield3.34%0.25%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+6.4%+23.7%
CAGR 3Y+4.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.30N/A
Volatility 1Y2.28%12.67%
Max drawdown-4.10%-17.75%

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

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