Compare TAXS and CGMU

TAXS and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust Short-Term Tax-Exempt Bond ETFBonds & Cash · Municipal0.05%2.39%+1.7%+2.7%[…][…]−1.9%1.4%$194M1.2

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.42%+0.5%+1.1%+5.2%[…]−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 3, 2026 · returns include dividends · since: TAXS 2025 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Northern Trust Short-Term Tax-Exempt Bond ETF · $194M[…]

TAXS

CGMU

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

$10,000 five years ago, dividends reinvested

TAXSMeasureCGMU

+1.7%Year to dateJan 1 → Nov 3+0.5%

+2.7%1 yearTotal return+1.1%

[…]3 years · per year$10,000 became […] · $11,655+5.2%

[…]5 years · per year[…]

0.05%Expense ratio$5 · $27 a year on $10k · lower is better0.27%

2.39%Trailing 12-mo yield$239 · $342 a year on $10k3.42%

−1.9%Worst dropSmaller is better−5.6%

1.4%VolatilityLower is calmer3.0%

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

5–1TAXS wins

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

More Ways to See the Pairs

TAXS vs CGMU: Top 5 Holdings

Today

TAXS

[…]in top 5

CGMU

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

TAXS vs CGMU Returns, Every Period

1Y

FlexSharesTAXS

+2.7%

past year

CGMUCapital Group

+1.1%

past year

TAXSCGMUFaded: behind in that period

2–0TAXS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

TAXS vs CGMU

YTD

FlexSharesTAXS

+1.7%

CGMUCapital Group

+0.5%

+1.7%Year to date+0.5%

−1.9%Worst drop · 1Y−5.6%

1.4%Volatility · 1Y3.0%

2.4%Yield3.4%

$194MAssets$7.5B

3–1TAXS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TAXS, CGMU

Today

0.05%lowest, TAXS

FundExpense ratioFee$10k

TAXS0.05%$5

CGMU0.27%$27

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TAXS, CGMU

1Y

3.42%highest, CGMU

FundTrailing yieldYield$10k

CGMU3.42%$342

TAXS2.39%$239

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$315most kept, CGMU

CGMU$342 − $27 = $315

TAXS$239 − $5 = $234

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TAXS, CGMU

Today

[…]holdings […]

TAXSCGMU

TAXS—[…]

CGMU[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.7%TAXS, at 1.4% volatility

TAXSWorst drop−1.9%1.4% vol

CGMUWorst drop−5.6%3.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CGMUTAXS

+0.5%Year to date+1.7%

3.4%Yield2.4%

+1.1%Past year+2.7%

0.27%Fee0.05%

3–1TAXS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026