FTMS vs CGMU

AFTMS

BCGMU

Measures won3–1FTMS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%FTMS · $22 on $10k

Most income3.39%CGMU · $339 on $10k

Smallest drop−2.0%FTMS · worst fall in 1Y

Held in common[…]FTMS and CGMU

FTMS

CGMU

Franklin Short-Term Municipal Income ETF · $267MCapital Group Municipal Income ETF · $7.6B

[…]3 years · per year[…] · $11,711+5.4%

[…]5 years · per year[…]

0.22%Expense ratio$22 · $27 on $10k · lower wins0.27%

3.33%12-mo yield$333 · $339 on $10k3.39%

−2.0%Worst dropSmaller wins−5.6%

2.2%VolatilityLower wins3.0%

3–1FTMS wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFTMS · 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							5Y/yr
1	AFTMS	Franklin Short-Term Municipal Income ETFRead Desk		0.22%	3.33%	+0.1%	+2.2%	+2.7%	new	new	−2.0%	$267M
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							5Y/yr
1	AFTMS	Franklin Short-Term Municipal Income ETFRead Desk		0.22%	3.33%	+0.1%	+2.2%	+2.7%	new	new	−2.0%	$267M
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

FTMS vs CGMU

FTMS

Franklin Short-Term Municipal Income

[…]

CGMU

Capital Group Municipal Income

[…]

MeasureFTMSCGMU

Fee0.22%0.27%

Cost on $10k a year$22$27

Yield3.33%3.39%

5 years, per year[…][…]

3 years, per year[…]+5.4%

Worst drop · 1Y−2.0%−5.6%

Volatility · 1Y2.2%3.0%

3–1measures won
FTMS 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FTMS, CGMU

Today

[…]holdings […]

FTMSCGMU

FTMS—[…]

CGMU[…]—

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

Income After Fees on $10,000

$312most kept, CGMU

CGMU$339 − $27 = $312

FTMS$333 − $22 = $311

KeptFee

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