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PBUS vs CGMU

Invesco MSCI USA ETF vs Capital Group Municipal Income ETF

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$11.4B

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$6.1B

Key differences

PBUS is an equity ETF, while CGMU is a fixed income ETF. PBUS charges 0.04% a year and CGMU 0.27%.

  • PBUS is an equity fund, while CGMU is a fixed income fund. They carry different risk/return profiles.
  • PBUS costs 0.23% less per year.
  • Over the last three years, PBUS has delivered higher annualized returns.
  • PBUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBUSCGMU
Annual cost (TER)0.04%0.27%
Fund size (AUM)$11.4B$6.1B
Since20172022
Dividend yield0.98%3.34%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+6.6%
CAGR 3Y+22.6%+4.7%
CAGR 5Y+13.1%N/A
Sharpe 3Y1.190.33
Volatility 1Y12.39%2.31%
Max drawdown-33.15%-4.10%

Similar to PBUS and CGMU