Compare HTAX and CGMU

HTAX 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%$7.6B1.3

Nomura National High-Yield Municipal Bond ETFBonds & Cash · Municipal0.49%4.64%+1.6%+1.9%[…][…]−8.1%5.5%$98M1.7

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: HTAX 2025 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nomura National High-Yield Municipal Bond ETF · $98M[…]

HTAX

CGMU

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

$10,000 five years ago, dividends reinvested

HTAXMeasureCGMU

+1.6%Year to dateJan 1 → Nov 6+1.3%

+1.9%1 yearTotal return+2.0%

[…]3 years · per year$10,000 became […] · $11,711+5.4%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $27 a year on $10k · lower is better0.27%

4.64%Trailing 12-mo yield$464 · $339 a year on $10k3.39%

−8.1%Worst dropSmaller is better−5.6%

5.5%VolatilityLower is calmer3.0%

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

2–4CGMU wins

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

More Ways to See the Pairs

HTAX vs CGMU: Top 5 Holdings

Today

HTAX

[…]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

HTAX vs CGMU Returns, Every Period

1Y

NomuraHTAX

+1.9%

past year

CGMUCapital Group

+2.0%

past year

HTAXCGMUFaded: behind in that period

1–1Level

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

HTAX vs CGMU

YTD

NomuraHTAX

+1.6%

CGMUCapital Group

+1.3%

+1.6%Year to date+1.3%

−8.1%Worst drop · 1Y−5.6%

5.5%Volatility · 1Y3.0%

4.6%Yield3.4%

$98.1MAssets$7.6B

2–2level

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

Cost, Income and Risk

Fees: HTAX, CGMU

Today

0.27%lowest, CGMU

FundExpense ratioFee$10k

CGMU0.27%$27

HTAX0.49%$49

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

Yields: HTAX, CGMU

1Y

4.64%highest, HTAX

FundTrailing yieldYield$10k

HTAX4.64%$464

CGMU3.39%$339

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

Income After Fees on $10,000

1Y

$415most kept, HTAX

HTAX$464 − $49 = $415

CGMU$339 − $27 = $312

KeptFee

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

Overlap: HTAX, CGMU

Today

[…]holdings […]

HTAXCGMU

HTAX—[…]

CGMU[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+2.0%CGMU, at 3.0% volatility

CGMUWorst drop−5.6%3.0% vol

HTAXWorst drop−8.1%5.5% vol

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

Paid More vs Made More

YTD

HTAXCGMU

+1.6%Year to date+1.3%

4.6%Yield3.4%

+1.9%Past year+2.0%

0.49%Fee0.27%

2–2level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026