Compare · 2 funds side by side · dividends reinvested

BSMV and CGMU

BSMVInvesco×CGMUCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,646BSMV · best of the two

02 / 04

BSMV and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.39%+1.3%+2.0%+5.4%[…]−5.6%3.0%$7.6B1.1

Invesco BulletShares 2031 Municipal Bond ETFBonds & Cash · Municipal0.18%2.97%+0.4%+1.0%+4.5%−0.7%−6.4%3.2%$210M1.8

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: BSMV 2021 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2031 Municipal Bond ETF · $210M$9,646

BSMV

CGMU

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

$10,000 five years ago, dividends reinvested

BSMVMeasureCGMU

+0.4%Year to dateJan 1 → Nov 6+1.3%

+1.0%1 yearTotal return+2.0%

+4.5%3 years · per year$10,000 became $11,411 · $11,711+5.4%

−0.7%5 years · per year$10,000 became $9,646 · […][…]

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

2.97%Trailing 12-mo yield$297 · $339 a year on $10k3.39%

−6.4%Worst dropSmaller is better−5.6%

3.2%VolatilityLower is calmer3.0%

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

1–6CGMU wins

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

More Ways to See the Pairs

BSMV vs CGMU: Top 5 Holdings

Today

BSMV

[…]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

BSMV vs CGMU Returns, Every Period

InvescoBSMV

+1.0%

past year

CGMUCapital Group

+2.0%

past year

BSMVCGMUFaded: behind in that period

0–3CGMU wins

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

BSMV vs CGMU

YTD

InvescoBSMV

+0.4%

CGMUCapital Group

+1.3%

+0.4%Year to date+1.3%

−6.4%Worst drop · 1Y−5.6%

3.2%Volatility · 1Y3.0%

3.0%Yield3.4%

$210MAssets$7.6B

4–0CGMU wins

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

Cost, Income and Risk

Fees: BSMV, CGMU

Today

0.18%lowest, BSMV

FundExpense ratioFee$10k

BSMV0.18%$18

CGMU0.27%$27

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

Yields: BSMV, CGMU

3.39%highest, CGMU

FundTrailing yieldYield$10k

CGMU3.39%$339

BSMV2.97%$297

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

Income After Fees on $10,000

$312most kept, CGMU

CGMU$339 − $27 = $312

BSMV$297 − $18 = $279

KeptFee

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

Overlap: BSMV, CGMU

Today

[…]holdings […]

BSMVCGMU

BSMV—[…]

CGMU[…]—

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

Return vs Bumpiness: 2 ETFs

+2.0%CGMU, at 3.0% volatility

CGMUWorst drop−5.6%3.0% vol

BSMVWorst drop−6.4%3.2% vol

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

Paid More vs Made More

YTD

CGMUBSMV

+1.3%Year to date+0.4%

3.4%Yield3.0%

+2.0%Past year+1.0%

0.27%Fee0.18%

3–1CGMU 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