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DIVO vs CGMU

Amplify CWP Enhanced Dividend Income ETF vs Capital Group Municipal Income ETF

DIVO

Amplify CWP Enhanced Dividend Income ETF

Annual cost

0.56%

Fund size

$7.1B

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$6.1B

Key differences

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

  • DIVO is an alternative fund, while CGMU is a fixed income fund. They carry different risk/return profiles.
  • DIVO follows a option income strategy; CGMU uses index tracking.
  • CGMU costs 0.29% less per year.
  • Over the last three years, DIVO has delivered higher annualized returns.
  • DIVO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVOCGMU
Annual cost (TER)0.56%0.27%
Fund size (AUM)$7.1B$6.1B
Since20162022
Dividend yield0.40%3.34%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+18.8%+6.4%
CAGR 3Y+15.8%+4.6%
CAGR 5Y+10.9%N/A
Sharpe 3Y1.090.30
Volatility 1Y9.20%2.28%
Max drawdown-30.04%-4.10%

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

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