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FMB vs CGHM

First Trust Managed Municipal ETF vs Capital Group Municipal High-Income ETF

FMB

First Trust Managed Municipal ETF

Annual cost

0.39%

Fund size

$2.0B

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$3.1B

Key differences

Both FMB and CGHM are fixed income ETFs. FMB charges 0.39% a year and CGHM 0.34%. The main difference: FMB has a longer track record, which may reduce uncertainty around long-term behavior.

  • FMB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMBCGHM
Annual cost (TER)0.39%0.34%
Fund size (AUM)$2.0B$3.1B
Since20142024
Dividend yield3.51%3.82%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.9%+9.0%
CAGR 3Y+4.0%N/A
CAGR 5Y+0.7%N/A
Sharpe 3Y0.11N/A
Volatility 1Y2.63%3.11%
Max drawdown-14.16%-5.90%

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

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