Compare · 2 funds side by side · dividends reinvested

IBMO and CGMU

IBMOiShares×CGMUCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,462IBMO · best of the two

02 / 04

IBMO and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2026 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.41%+1.8%+2.6%+3.4%+0.9%−0.3%1.1%$497M1.3

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: IBMO 2019 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2026 Term Muni Bond ETF · $497M$10,462

IBMO

CGMU

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

$10,000 five years ago, dividends reinvested

IBMOMeasureCGMU

+1.8%Year to dateJan 1 → Nov 5+1.1%

+2.6%1 yearTotal return+1.7%

+3.4%3 years · per year$10,000 became $11,069 · $11,735+5.5%

+0.9%5 years · per year$10,000 became $10,462 · […][…]

0.10%Expense ratio$10 · $27 a year on $10k · lower is better0.27%

2.41%Trailing 12-mo yield$241 · $340 a year on $10k3.40%

−0.3%Worst dropSmaller is better−5.6%

1.1%VolatilityLower is calmer3.0%

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

5–2IBMO wins

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

More Ways to See the Pairs

IBMO vs CGMU: Top 5 Holdings

Today

IBMO

[…]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

IBMO vs CGMU Returns, Every Period

iSharesIBMO

+2.6%

past year

CGMUCapital Group

+1.7%

past year

IBMOCGMUFaded: behind in that period

2–1IBMO wins

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

IBMO vs CGMU

YTD

iSharesIBMO

+1.8%

CGMUCapital Group

+1.1%

+1.8%Year to date+1.1%

−0.3%Worst drop · 1Y−5.6%

1.1%Volatility · 1Y3.0%

2.4%Yield3.4%

$497MAssets$7.6B

3–1IBMO wins

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

Cost, Income and Risk

Fees: IBMO, CGMU

Today

0.10%lowest, IBMO

FundExpense ratioFee$10k

IBMO0.10%$10

CGMU0.27%$27

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

Yields: IBMO, CGMU

3.40%highest, CGMU

FundTrailing yieldYield$10k

CGMU3.40%$340

IBMO2.41%$241

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

Income After Fees on $10,000

$313most kept, CGMU

CGMU$340 − $27 = $313

IBMO$241 − $10 = $231

KeptFee

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

Overlap: IBMO, CGMU

Today

[…]holdings […]

IBMOCGMU

IBMO—[…]

CGMU[…]—

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

Return vs Bumpiness: 2 ETFs

+2.6%IBMO, at 1.1% volatility

IBMOWorst drop−0.3%1.1% 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

CGMUIBMO

+1.1%Year to date+1.8%

3.4%Yield2.4%

+1.7%Past year+2.6%

0.27%Fee0.10%

3–1IBMO 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