Screener
JPIE vs CGMU
JPMorgan Income ETF vs Capital Group Municipal Income ETF
Key differences
- CGMU costs 0.12% less per year.
- JPIE follows a active selection strategy; CGMU uses index tracking.
- Over the last 3 years, JPIE has delivered higher annualized returns.
Side-by-side comparison
| JPIE | CGMU | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.27% |
| Fund size (AUM) | $8.7B | $5.8B |
| Since | 2021 | 2022 |
| Dividend yield | 5.64% | 3.35% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.0% | +6.2% |
| CAGR 3Y | +6.2% | +4.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.93 | 0.18 |
| Volatility 1Y | 1.58% | 2.28% |
| Max drawdown | -9.96% | -4.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to JPIE and CGMU
Explore further