Compare · 2 funds side by side · dividends reinvested

FSMB and CGMU

FSMBFirst Trust×CGMUCapital Group×
$9k$10k$11kLow $9,449 · 2022FSMB$10,802Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,802FSMB · best of the two
02 / 04

FSMB and CGMU, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.4%+2.0%+3.9%+1.6%−2.4%1.8%$660M1.4
Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.42%+0.5%+1.1%+5.2%[…]−5.6%3.0%$7.5B1.6
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 3, 2026 · returns include dividends · since: FSMB 2018 · CGMU 2022
@TheETFTracker·theetftracker.com

Head to Head

5Y
First Trust Short Duration Managed Municipal ETF · $660M$10,802
FSMB
CGMU
Capital Group Municipal Income ETF · $7.5B[…]

$10,000 five years ago, dividends reinvested

FSMBMeasureCGMU
+1.4%Year to dateJan 1 → Nov 3+0.5%
+2.0%1 yearTotal return+1.1%
+3.9%3 years · per year$10,000 became $11,212 · $11,655+5.2%
+1.6%5 years · per year$10,000 became $10,802 · […][…]
0.34%Expense ratio$34 · $27 a year on $10k · lower is better0.27%
3.21%Trailing 12-mo yield$321 · $342 a year on $10k3.42%
−2.4%Worst dropSmaller is better−5.6%
1.8%VolatilityLower is calmer3.0%
FSMBCGMU Winner of the row, in its colourEach row: the bigger of the two fills its side
4–3FSMB wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

FSMB vs CGMU: Top 5 Holdings

Today
FSMB
[…]in top 5
CGMU
in top 5[…]

Holdings […] not in today’s data

Held in common[…]
End-of-day Nov 3, 2026 · share of each fund
@TheETFTracker·theetftracker.com

FSMB vs CGMU Returns, Every Period

1Y
First TrustFSMB
+2.0%
past year
CGMUCapital Group
+1.1%
past year
0%+5%+10%+1.4%+0.5%YTD+2.0%+1.1%1 year+3.9%+5.2%3 yrs · yr
FSMBCGMUFaded: behind in that period
2–1FSMB wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

FSMB vs CGMU

YTD
First TrustFSMB
+1.4%
CGMUCapital Group
+0.5%
Jan 1Nov 3+1.4%+0.5%
+1.4%Year to date+0.5%
−2.4%Worst drop · 1Y−5.6%
1.8%Volatility · 1Y3.0%
3.2%Yield3.4%
$660MAssets$7.5B
3–1FSMB wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: FSMB, CGMU

Today
0.27%lowest, CGMU
FundExpense ratioFee$10k
CGMU0.27%$27
FSMB0.34%$34
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: FSMB, CGMU

1Y
3.42%highest, CGMU
FundTrailing yieldYield$10k
CGMU3.42%$342
FSMB3.21%$321
End-of-day Nov 3, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$315most kept, CGMU
CGMU$342 − $27 = $315
FSMB$321 − $34 = $287
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: FSMB, CGMU

Today
[…]holdings […]
FSMBCGMU
FSMB—[…]
CGMU[…]—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+2.0%FSMB, at 1.8% volatility
0%+0.5%+1%+1.5%+2%+2.5%1%2%3%4%Volatility · 1 year → bumpierFSMB +2.0%CGMU +1.1%
FSMBWorst drop−2.4%1.8% vol
CGMUWorst drop−5.6%3.0% vol
End-of-day Nov 3, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
CGMUFSMB
Jan 1Nov 3+0.5%+1.4%
+0.5%Year to date+1.4%
3.4%Yield3.2%
+1.1%Past year+2.0%
0.27%Fee0.34%
2–2level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+7.0%
+7.5%Year to date+7.0%
12.3%Yield8.0%
$41.8BAssets$46.0B
2–0JEPQ wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com