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QDVO vs CGMU

Amplify CWP Growth & Income ETF vs Capital Group Municipal Income ETF

QDVO

Amplify CWP Growth & Income ETF

Annual cost

0.56%

Fund size

$731M

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$6.1B

Key differences

QDVO is an alternative ETF, while CGMU is a fixed income ETF. QDVO charges 0.56% a year and CGMU 0.27%.

  • QDVO is an alternative fund, while CGMU is a fixed income fund. They carry different risk/return profiles.
  • QDVO follows a option income strategy; CGMU uses index tracking.
  • CGMU costs 0.29% less per year.
  • CGMU is much larger than QDVO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

QDVOCGMU
Annual cost (TER)0.56%0.27%
Fund size (AUM)$731M$6.1B
Since20242022
Dividend yield0.25%3.34%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+23.7%+6.4%
CAGR 3YN/A+4.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.30
Volatility 1Y12.67%2.28%
Max drawdown-17.75%-4.10%

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

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