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YFYA vs CGMU

Yields for You Strategy A ETF vs Capital Group Municipal Income ETF

YFYA

Yields for You Strategy A ETF

Annual cost

1.25%

Fund size

$26M

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$5.8B

Key differences

  • CGMU costs 0.98% less per year.
  • CGMU is significantly larger than YFYA — larger funds tend to be more liquid and less likely to close.
  • YFYA is classified as mixed asset, while CGMU is fixed income — different risk/return profiles.
  • YFYA follows a active selection strategy; CGMU uses index tracking.

Side-by-side comparison

YFYACGMU
Annual cost (TER)1.25%0.27%
Fund size (AUM)$26M$5.8B
Since20252022
Dividend yield5.22%3.35%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.4%+6.6%
CAGR 3YN/A+4.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.31
Volatility 1Y3.51%2.31%
Max drawdown-2.29%-4.10%

Similar to YFYA and CGMU