Screener
LFEQ vs CGMU
VanEck Long/Flat Trend ETF vs Capital Group Municipal Income ETF
Key differences
- CGMU costs 0.31% less per year.
- CGMU is significantly larger than LFEQ — larger funds tend to be more liquid and less likely to close.
- LFEQ is classified as alternative, while CGMU is fixed income — different risk/return profiles.
- LFEQ follows a tactical allocation strategy; CGMU uses index tracking.
- Over the last 3 years, LFEQ has delivered higher annualized returns.
- LFEQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LFEQ | CGMU | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.27% |
| Fund size (AUM) | $29M | $5.8B |
| Since | 2017 | 2022 |
| Dividend yield | 0.86% | 3.35% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +30.3% | +6.6% |
| CAGR 3Y | +18.9% | +4.6% |
| CAGR 5Y | +10.4% | N/A |
| Sharpe 3Y | 1.02 | 0.31 |
| Volatility 1Y | 12.11% | 2.31% |
| Max drawdown | -35.19% | -4.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to LFEQ and CGMU
Explore further