Compare · 2 funds side by side · dividends reinvested

BSMQ and CGMU

BSMQInvesco×CGMUCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,280BSMQ · best of the two

02 / 04

BSMQ and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco BulletShares 2026 Municipal Bond ETFBonds & Cash · Municipal0.18%2.76%+1.6%+2.1%+3.6%+0.6%−0.6%1.3%$252M1.3

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.39%+1.3%+2.0%+5.4%[…]−5.6%3.0%$7.6B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BSMQ 2019 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2026 Municipal Bond ETF · $252M$10,280

BSMQ

CGMU

Capital Group Municipal Income ETF · $7.6B[…]

$10,000 five years ago, dividends reinvested

BSMQMeasureCGMU

+1.6%Year to dateJan 1 → Nov 6+1.3%

+2.1%1 yearTotal return+2.0%

+3.6%3 years · per year$10,000 became $11,127 · $11,711+5.4%

+0.6%5 years · per year$10,000 became $10,280 · […][…]

0.18%Expense ratio$18 · $27 a year on $10k · lower is better0.27%

2.76%Trailing 12-mo yield$276 · $339 a year on $10k3.39%

−0.6%Worst dropSmaller is better−5.6%

1.3%VolatilityLower is calmer3.0%

BSMQCGMU Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2BSMQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSMQ vs CGMU: Top 5 Holdings

Today

BSMQ

[…]in top 5

CGMU

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BSMQ vs CGMU Returns, Every Period

InvescoBSMQ

+2.1%

past year

CGMUCapital Group

+2.0%

past year

BSMQCGMUFaded: behind in that period

2–1BSMQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BSMQ vs CGMU

YTD

InvescoBSMQ

+1.6%

CGMUCapital Group

+1.3%

+1.6%Year to date+1.3%

−0.6%Worst drop · 1Y−5.6%

1.3%Volatility · 1Y3.0%

2.8%Yield3.4%

$252MAssets$7.6B

3–1BSMQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSMQ, CGMU

Today

0.18%lowest, BSMQ

FundExpense ratioFee$10k

BSMQ0.18%$18

CGMU0.27%$27

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BSMQ, CGMU

3.39%highest, CGMU

FundTrailing yieldYield$10k

CGMU3.39%$339

BSMQ2.76%$276

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$312most kept, CGMU

CGMU$339 − $27 = $312

BSMQ$276 − $18 = $258

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BSMQ, CGMU

Today

[…]holdings […]

BSMQCGMU

BSMQ—[…]

CGMU[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.1%BSMQ, at 1.3% volatility

BSMQWorst drop−0.6%1.3% vol

CGMUWorst drop−5.6%3.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CGMUBSMQ

+1.3%Year to date+1.6%

3.4%Yield2.8%

+2.0%Past year+2.1%

0.27%Fee0.18%

3–1BSMQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026