Compare IROC and CGMU

IROC and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Rochester High Yield Municipal ETFBonds & Cash · Municipal0.40%5.21%+1.5%+2.2%+6.0%[…]−6.2%4.0%$203M1.4

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.41%+0.8%+1.4%+5.4%[…]−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 4, 2026 · returns include dividends · since: IROC 2022 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Rochester High Yield Municipal ETF · $203M[…]

IROC

CGMU

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

$10,000 five years ago, dividends reinvested

IROCMeasureCGMU

+1.5%Year to dateJan 1 → Nov 4+0.8%

+2.2%1 yearTotal return+1.4%

+6.0%3 years · per year$10,000 became $11,904 · $11,695+5.4%

[…]5 years · per year[…]

0.40%Expense ratio$40 · $27 a year on $10k · lower is better0.27%

5.21%Trailing 12-mo yield$521 · $341 a year on $10k3.41%

−6.2%Worst dropSmaller is better−5.6%

4.0%VolatilityLower is calmer3.0%

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

4–3IROC wins

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

More Ways to See the Pairs

IROC vs CGMU: Top 5 Holdings

Today

IROC

[…]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

IROC vs CGMU Returns, Every Period

1Y

InvescoIROC

+2.2%

past year

CGMUCapital Group

+1.4%

past year

IROCCGMUFaded: behind in that period

3–0IROC wins

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

IROC vs CGMU

YTD

InvescoIROC

+1.5%

CGMUCapital Group

+0.8%

+1.5%Year to date+0.8%

−6.2%Worst drop · 1Y−5.6%

4.0%Volatility · 1Y3.0%

5.2%Yield3.4%

$203MAssets$7.5B

2–2level

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

Cost, Income and Risk

Fees: IROC, CGMU

Today

0.27%lowest, CGMU

FundExpense ratioFee$10k

CGMU0.27%$27

IROC0.40%$40

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

Yields: IROC, CGMU

1Y

5.21%highest, IROC

FundTrailing yieldYield$10k

IROC5.21%$521

CGMU3.41%$341

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

Income After Fees on $10,000

1Y

$481most kept, IROC

IROC$521 − $40 = $481

CGMU$341 − $27 = $314

KeptFee

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

Overlap: IROC, CGMU

Today

[…]holdings […]

IROCCGMU

IROC—[…]

CGMU[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+2.2%IROC, at 4.0% volatility

CGMUWorst drop−5.6%3.0% vol

IROCWorst drop−6.2%4.0% vol

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

Paid More vs Made More

YTD

IROCCGMU

+1.5%Year to date+0.8%

5.2%Yield3.4%

+2.2%Past year+1.4%

0.40%Fee0.27%

3–1IROC 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