Compare CGSM and CGMU

CGSM and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Short Duration Municipal Income ETFBonds & Cash · Municipal0.25%2.88%+2.0%+2.6%+4.8%[…]−2.3%1.7%$1.7B1.3

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.40%+1.1%+1.7%+5.5%[…]−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 5, 2026 · returns include dividends · since: CGSM 2023 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Short Duration Municipal Income ETF · $1.7B[…]

CGSM

CGMU

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

$10,000 five years ago, dividends reinvested

CGSMMeasureCGMU

+2.0%Year to dateJan 1 → Nov 5+1.1%

+2.6%1 yearTotal return+1.7%

+4.8%3 years · per year$10,000 became $11,513 · $11,735+5.5%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $27 a year on $10k · lower is better0.27%

2.88%Trailing 12-mo yield$288 · $340 a year on $10k3.40%

−2.3%Worst dropSmaller is better−5.6%

1.7%VolatilityLower is calmer3.0%

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

5–2CGSM wins

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

More Ways to See the Pairs

CGSM vs CGMU: Top 5 Holdings

Today

CGSM

[…]in top 5

CGMU

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CGSM vs CGMU Returns, Every Period

1Y

Capital GroupCGSM

+2.6%

past year

CGMUCapital Group

+1.7%

past year

CGSMCGMUFaded: behind in that period

2–1CGSM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CGSM vs CGMU

YTD

Capital GroupCGSM

+2.0%

CGMUCapital Group

+1.1%

+2.0%Year to date+1.1%

−2.3%Worst drop · 1Y−5.6%

1.7%Volatility · 1Y3.0%

2.9%Yield3.4%

$1.7BAssets$7.6B

3–1CGSM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGSM, CGMU

Today

0.25%lowest, CGSM

FundExpense ratioFee$10k

CGSM0.25%$25

CGMU0.27%$27

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CGSM, CGMU

1Y

3.40%highest, CGMU

FundTrailing yieldYield$10k

CGMU3.40%$340

CGSM2.88%$288

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$313most kept, CGMU

CGMU$340 − $27 = $313

CGSM$288 − $25 = $263

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CGSM, CGMU

Today

[…]holdings […]

CGSMCGMU

CGSM—[…]

CGMU[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.6%CGSM, at 1.7% volatility

CGSMWorst drop−2.3%1.7% vol

CGMUWorst drop−5.6%3.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CGMUCGSM

+1.1%Year to date+2.0%

3.4%Yield2.9%

+1.7%Past year+2.6%

0.27%Fee0.25%

3–1CGSM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026