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JPIE vs CGHM

JPMorgan Income ETF vs Capital Group Municipal High-Income ETF

JPIE

JPMorgan Income ETF

JPMorgan

Annual cost

0.39%

Fund size

$8.7B

CGHM

Capital Group Municipal High-Income ETF

Capital Group

Annual cost

0.34%

Fund size

$2.9B

Key differences

  • JPIE is significantly larger than CGHM — larger funds tend to be more liquid and less likely to close.
  • JPIE follows a active selection strategy; CGHM uses index tracking.

Side-by-side comparison

JPIECGHM
Annual cost (TER)0.39%0.34%
Fund size (AUM)$8.7B$2.9B
Since20212024
Dividend yield5.64%3.80%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.0%+8.0%
CAGR 3Y+6.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.93N/A
Volatility 1Y1.58%3.11%
Max drawdown-9.96%-5.90%

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

Similar to JPIE and CGHM