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Screener

FMHI vs CGMU

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

FMHI

First Trust Municipal High Income ETF

Annual cost

0.49%

Fund size

$976M

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$6.1B

Key differences

Both FMHI and CGMU are fixed income ETFs. FMHI charges 0.49% a year and CGMU 0.27%. The main difference: CGMU costs 0.22% less per year.

  • CGMU costs 0.22% less per year.
  • CGMU is much larger than FMHI. Larger funds are usually more liquid and less likely to close.
  • FMHI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMHICGMU
Annual cost (TER)0.49%0.27%
Fund size (AUM)$976M$6.1B
Since20172022
Dividend yield4.26%3.34%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.3%+6.4%
CAGR 3Y+5.5%+4.6%
CAGR 5Y+0.9%N/A
Sharpe 3Y0.400.30
Volatility 1Y3.07%2.28%
Max drawdown-18.83%-4.10%

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

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