Compare MFSM and CGMU

MFSM 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

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.60%+0.5%+1.3%[…][…]−6.7%3.7%$126M1.8

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: MFSM 2024 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $126M[…]

MFSM

CGMU

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

$10,000 five years ago, dividends reinvested

MFSMMeasureCGMU

+0.5%Year to dateJan 1 → Nov 4+0.8%

+1.3%1 yearTotal return+1.4%

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

[…]5 years · per year[…]

0.34%Expense ratio$34 · $27 a year on $10k · lower is better0.27%

3.60%Trailing 12-mo yield$360 · $341 a year on $10k3.41%

−6.7%Worst dropSmaller is better−5.6%

3.7%VolatilityLower is calmer3.0%

MFSMCGMU 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

MFSM vs CGMU: Top 5 Holdings

Today

MFSM

1.1%in top 5

CGMU

in top 5[…]

MFSMStockCGMU

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common[…]

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

MFSM vs CGMU Returns, Every Period

1Y

MFSMFSM

+1.3%

past year

CGMUCapital Group

+1.4%

past year

MFSMCGMUFaded: behind in that period

0–2CGMU wins

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

MFSM vs CGMU

YTD

MFSMFSM

+0.5%

CGMUCapital Group

+0.8%

+0.5%Year to date+0.8%

−6.7%Worst drop · 1Y−5.6%

3.7%Volatility · 1Y3.0%

3.6%Yield3.4%

$126MAssets$7.5B

3–1CGMU wins

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

Cost, Income and Risk

Fees: MFSM, CGMU

Today

0.27%lowest, CGMU

FundExpense ratioFee$10k

CGMU0.27%$27

MFSM0.34%$34

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

Yields: MFSM, CGMU

1Y

3.60%highest, MFSM

FundTrailing yieldYield$10k

MFSM3.60%$360

CGMU3.41%$341

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

Income After Fees on $10,000

1Y

$326most kept, MFSM

MFSM$360 − $34 = $326

CGMU$341 − $27 = $314

KeptFee

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

Overlap: MFSM, CGMU

Today

[…]holdings […]

MFSMCGMU

MFSM—[…]

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

MFSMWorst drop−6.7%3.7% vol

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

Paid More vs Made More

YTD

MFSMCGMU

+0.5%Year to date+0.8%

3.6%Yield3.4%

+1.3%Past year+1.4%

0.34%Fee0.27%

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%

$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