Compare · 2 funds side by side · dividends reinvested

IBMP and CGMU

IBMPiShares×CGMUCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,433IBMP · best of the two

02 / 04

IBMP and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2027 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.55%+1.7%+2.5%+3.7%+0.9%−0.6%1.0%$683M1.3

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.41%+0.8%+1.4%+5.4%[…]−5.6%3.0%$7.5B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IBMP 2019 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2027 Term Muni Bond ETF · $683M$10,433

IBMP

CGMU

Capital Group Municipal Income ETF · $7.5B[…]

$10,000 five years ago, dividends reinvested

IBMPMeasureCGMU

+1.7%Year to dateJan 1 → Nov 4+0.8%

+2.5%1 yearTotal return+1.4%

+3.7%3 years · per year$10,000 became $11,151 · $11,695+5.4%

+0.9%5 years · per year$10,000 became $10,433 · […][…]

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

2.55%Trailing 12-mo yield$255 · $341 a year on $10k3.41%

−0.6%Worst dropSmaller is better−5.6%

1.0%VolatilityLower is calmer3.0%

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

5–2IBMP wins

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

More Ways to See the Pairs

IBMP vs CGMU: Top 5 Holdings

Today

IBMP

[…]in top 5

CGMU

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IBMP vs CGMU Returns, Every Period

iSharesIBMP

+2.5%

past year

CGMUCapital Group

+1.4%

past year

IBMPCGMUFaded: behind in that period

2–1IBMP wins

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

IBMP vs CGMU

YTD

iSharesIBMP

+1.7%

CGMUCapital Group

+0.8%

+1.7%Year to date+0.8%

−0.6%Worst drop · 1Y−5.6%

1.0%Volatility · 1Y3.0%

2.6%Yield3.4%

$683MAssets$7.5B

3–1IBMP wins

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

Cost, Income and Risk

Fees: IBMP, CGMU

Today

0.10%lowest, IBMP

FundExpense ratioFee$10k

IBMP0.10%$10

CGMU0.27%$27

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

Yields: IBMP, CGMU

3.41%highest, CGMU

FundTrailing yieldYield$10k

CGMU3.41%$341

IBMP2.55%$255

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

Income After Fees on $10,000

$314most kept, CGMU

CGMU$341 − $27 = $314

IBMP$255 − $10 = $245

KeptFee

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

Overlap: IBMP, CGMU

Today

[…]holdings […]

IBMPCGMU

IBMP—[…]

CGMU[…]—

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

Return vs Bumpiness: 2 ETFs

+2.5%IBMP, at 1.0% volatility

IBMPWorst drop−0.6%1.0% vol

CGMUWorst drop−5.6%3.0% vol

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

Paid More vs Made More

YTD

CGMUIBMP

+0.8%Year to date+1.7%

3.4%Yield2.6%

+1.4%Past year+2.5%

0.27%Fee0.10%

3–1IBMP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026