Compare · 3 funds side by side · dividends reinvested

CGHM, MMMA and SGOV

CGHMCapital Group×MMMANY Life Investments×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

CGHM, MMMA and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.3

Capital Group Municipal High-Income ETFBonds & Cash · Municipal0.34%4.31%+1.1%+1.8%[…][…]−6.8%3.9%$3.8B2.0

NYLI MacKay Muni Allocation ETFBonds & Cash · Municipal0.40%3.74%+2.6%[…][…][…][…][…]$60M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CGHM 2024 · MMMA 2025 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Municipal High-Income ETF · $3.8B[…]

CGHM

MMMA

NYLI MacKay Muni Allocation ETF · $60M[…]

$10,000 five years ago, dividends reinvested

CGHMMeasureMMMA

+1.1%Year to dateJan 1 → Nov 4+2.6%

+1.8%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.34%Expense ratio$34 · $40 a year on $10k · lower is better0.40%

4.31%Trailing 12-mo yield$431 · $374 a year on $10k3.74%

−6.8%Worst dropSmaller is better[…]

3.9%VolatilityLower is calmer[…]

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

2–1CGHM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGHM vs MMMA: Top 5 Holdings

Today

CGHM

[…]in top 5

MMMA

in top 50.2%

CGHMStockMMMA

not top 5CASH0.2%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CGHM vs MMMA Returns, Every Period

Capital GroupCGHM

+1.8%

past year

MMMANY Life Investments

[…]

past year

CGHMMMMAFaded: behind in that period

0–1MMMA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CGHM vs MMMA

YTD

Capital GroupCGHM

+1.1%

MMMANY Life Investments

+2.6%

+1.1%Year to date+2.6%

−6.8%Worst drop · 1Y[…]

3.9%Volatility · 1Y[…]

4.3%Yield3.7%

$3.8BAssets$59.6M

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGHM, MMMA, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

CGHM0.34%$34

MMMA0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CGHM, MMMA, SGOV

4.31%highest, CGHM

FundTrailing yieldYield$10k

CGHM4.31%$431

MMMA3.74%$374

SGOV3.63%$363

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$397most kept, CGHM

CGHM$431 − $34 = $397

SGOV$363 − $9 = $354

MMMA$374 − $40 = $334

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CGHM, MMMA, SGOV

Today

[…]holdings […]

CGHMMMMASGOV

CGHM—[…][…]

MMMA[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

CGHMWorst drop−6.8%3.9% vol

MMMAWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CGHMSGOV

+1.1%Year to date+3.1%

4.3%Yield3.6%

+1.8%Past year+3.7%

0.34%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026