Screener
XRLX vs CGMU
FundX Conservative ETF vs Capital Group Municipal Income ETF
Key differences
Both XRLX and CGMU are fixed income ETFs. XRLX charges 1.20% a year and CGMU 0.27%. The main difference: XRLX follows a active selection strategy; CGMU uses index tracking.
- XRLX follows a active selection strategy; CGMU uses index tracking.
- CGMU costs 0.93% less per year.
- CGMU is much larger than XRLX. Larger funds are usually more liquid and less likely to close.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | CGMU | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.27% |
| Fund size (AUM) | $52M | $6.1B |
| Since | 2002 | 2022 |
| Dividend yield | 2.57% | 3.34% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +15.9% | +6.6% |
| CAGR 3Y | N/A | +4.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.32 |
| Volatility 1Y | 8.38% | 2.31% |
| Max drawdown | -15.34% | -4.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.