Compare IBMT and CGMU

IBMT and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.41%+0.8%+1.4%+5.4%[…]−5.6%3.0%$7.5B1.1

iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.41%+0.1%+0.8%[…][…]−5.9%3.1%$212M1.8

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: IBMT 2025 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF · $212M[…]

IBMT

CGMU

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

$10,000 five years ago, dividends reinvested

IBMTMeasureCGMU

+0.1%Year to dateJan 1 → Nov 4+0.8%

+0.8%1 yearTotal return+1.4%

[…]3 years · per year$10,000 became […] · $11,695+5.4%

[…]5 years · per year[…]

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

2.41%Trailing 12-mo yield$241 · $341 a year on $10k3.41%

−5.9%Worst dropSmaller is better−5.6%

3.1%VolatilityLower is calmer3.0%

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

1–5CGMU wins

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

More Ways to See the Pairs

IBMT vs CGMU: Top 5 Holdings

Today

IBMT

[…]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

IBMT vs CGMU Returns, Every Period

1Y

iSharesIBMT

+0.8%

past year

CGMUCapital Group

+1.4%

past year

IBMTCGMUFaded: behind in that period

0–2CGMU wins

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

IBMT vs CGMU

YTD

iSharesIBMT

+0.1%

CGMUCapital Group

+0.8%

+0.1%Year to date+0.8%

−5.9%Worst drop · 1Y−5.6%

3.1%Volatility · 1Y3.0%

2.4%Yield3.4%

$212MAssets$7.5B

4–0CGMU wins

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

Cost, Income and Risk

Fees: IBMT, CGMU

Today

0.10%lowest, IBMT

FundExpense ratioFee$10k

IBMT0.10%$10

CGMU0.27%$27

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

Yields: IBMT, CGMU

1Y

3.41%highest, CGMU

FundTrailing yieldYield$10k

CGMU3.41%$341

IBMT2.41%$241

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

Income After Fees on $10,000

1Y

$314most kept, CGMU

CGMU$341 − $27 = $314

IBMT$241 − $10 = $231

KeptFee

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

Overlap: IBMT, CGMU

Today

[…]holdings […]

IBMTCGMU

IBMT—[…]

CGMU[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+1.4%CGMU, at 3.0% volatility

CGMUWorst drop−5.6%3.0% vol

IBMTWorst drop−5.9%3.1% vol

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

Paid More vs Made More

YTD

CGMUIBMT

+0.8%Year to date+0.1%

3.4%Yield2.4%

+1.4%Past year+0.8%

0.27%Fee0.10%

3–1CGMU 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026