FMB vs CGMU

AFMB

BCGMU

Measures won1–4CGMU wins · of 6 · 5Y

$10,000 · 5Y$10,301FMB

Lowest cost0.27%CGMU · $27 on $10k

Most income3.73%FMB · $373 on $10k

Smallest drop−5.6%CGMU · worst fall in 1Y

Held in common[…]FMB and CGMU

FMB

CGMU

First Trust Managed Municipal ETF · $1.9BCapital Group Municipal Income ETF · $7.6B

+4.6%3 years · per year$11,435 · $11,711+5.4%

+0.6%5 years · per year$10,301 · […][…]

0.39%Expense ratio$39 · $27 on $10k · lower wins0.27%

3.73%12-mo yield$373 · $339 on $10k3.39%

−6.8%Worst dropSmaller wins−5.6%

3.6%VolatilityLower wins3.0%

1–4CGMU wins

$10,000 · 5 yearsOne scale

Shared top holdingsFMB · CGMU

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFMB	First Trust Managed Municipal ETFRead Desk		0.39%	3.73%	+0.1%	+0.6%	+1.2%	+4.6%	+0.6%	−6.8%	$1.9B
2	BCGMU	Capital Group Municipal Income ETFRead Desk		0.27%	3.39%	+0.2%	+1.3%	+2.0%	+5.4%	new	−5.6%	$7.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFMB	First Trust Managed Municipal ETFRead Desk		0.39%	3.73%	+0.1%	+0.6%	+1.2%	+4.6%	+0.6%	−6.8%	$1.9B
2	BCGMU	Capital Group Municipal Income ETFRead Desk		0.27%	3.39%	+0.2%	+1.3%	+2.0%	+5.4%	new	−5.6%	$7.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FMB vs CGMU

FMB

First Trust Managed Municipal

$10,301

CGMU

Capital Group Municipal Income

[…]

MeasureFMBCGMU

Fee0.39%0.27%

Cost on $10k a year$39$27

Yield3.73%3.39%

5 years, per year+0.6%[…]

3 years, per year+4.6%+5.4%

Worst drop · 1Y−6.8%−5.6%

Volatility · 1Y3.6%3.0%

4–1measures won
CGMU first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FMB, CGMU

Today

[…]holdings […]

FMBCGMU

FMB—[…]

CGMU[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$334most kept, FMB

FMB$373 − $39 = $334

CGMU$339 − $27 = $312

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee