CGHM vs AOA
Comparison between CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF SHARE CLASS (CGHM, ETF) and iShares Core Aggressive Allocation ETF (AOA, ETF).
CGHM vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGHM
$2.90B
Winner
AOA
$3B
Expense Ratio
CGHM
0.34%
Winner
AOA
0.15%
Max Drawdown
Winner
CGHM
7.39%
AOA
28.38%
Sharpe Ratio
CGHM
1.42
Winner
AOA
1.99
5Y Beta
Winner
CGHM
-0.00
AOA
0.71
5Y Dividends CAGR
CGHM
N/A
AOA
15.17%
CGHM vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
CGHM
+0.60%
Winner
AOA
+5.60%
3M
CGHM
+0.71%
Winner
AOA
+3.96%
6M
CGHM
+2.05%
Winner
AOA
+9.15%
1Y
CGHM
+8.26%
Winner
AOA
+24.97%
5Y(CAGR)
CGHM
N/A
AOA
+9.33%
10Y(CAGR)
CGHM
N/A
AOA
+10.58%
Max(CAGR)
CGHM
+4.96%
Winner
AOA
+10.52%
CGHM vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | CGHM | AOA |
|---|---|---|
| 2026 | +1.99% | +7.74% |
| 2025 | +4.31% | +19.99% |
| 2024 | +2.71% | +14.32% |
| 2023 | N/A | +18.04% |
| 2022 | N/A | -16.54% |
| 2021 | N/A | +15.99% |
| 2020 | N/A | +11.88% |
| 2019 | N/A | +22.58% |
| 2018 | N/A | -8.43% |
| 2017 | N/A | +19.48% |
| 2016 | N/A | +9.03% |
| 2015 | N/A | -0.97% |
| 2014 | N/A | +7.12% |
| 2013 | N/A | +20.51% |
| 2012 | N/A | +13.52% |
| 2011 | N/A | -2.65% |
| 2010 | N/A | +14.90% |
| 2009 | N/A | +23.86% |
| 2008 | N/A | -2.55% |
CGHM vs AOA Drawdown Comparison
The maximum drawdown for CGHM was -5.90%, occurring on Apr 11, 2025. Recovery took 134 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current CGHM drawdown is -0.37%. The current AOA drawdown is -0.02%.
| Rank | CGHM | AOA |
|---|---|---|
| #1 | -5.90% Feb 28, 2025 - Sep 11, 2025 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -2.83% Dec 6, 2024 - Feb 28, 2025 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -2.56% Oct 1, 2024 - Dec 4, 2024 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -2.55% Feb 27, 2026 - Mar 26, 2026 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -1.20% Aug 5, 2024 - Sep 5, 2024 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -0.62% Nov 11, 2025 - Dec 31, 2025 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -0.53% Sep 17, 2025 - Oct 3, 2025 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -0.44% Jun 27, 2024 - Jul 2, 2024 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -0.39% Oct 22, 2025 - Nov 11, 2025 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -0.35% Jan 15, 2026 - Feb 2, 2026 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -0.25% Sep 16, 2024 - Sep 26, 2024 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -0.24% Jul 17, 2024 - Jul 26, 2024 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -0.14% Sep 11, 2024 - Sep 13, 2024 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -0.12% Oct 16, 2025 - Oct 20, 2025 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -0.10% Jul 12, 2024 - Jul 16, 2024 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between CGHM and AOA is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2008 - 2026)
CGHM vs AOA dividend yield comparison.
| Year | CGHM | AOA |
|---|---|---|
| 2026 | 1.35% | 0.29% |
| 2025 | 3.61% | 2.18% |
| 2024 | 1.78% | 2.30% |
| 2023 | 0.00% | 2.22% |
| 2022 | 0.00% | 2.10% |
| 2021 | 0.00% | 1.67% |
| 2020 | 0.00% | 1.71% |
| 2019 | 0.00% | 2.50% |
| 2018 | 0.00% | 2.37% |
| 2017 | 0.00% | 5.09% |
| 2016 | 0.00% | 2.26% |
| 2015 | 0.00% | 2.15% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 1.84% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.21% |
| 2010 | 0.00% | 1.63% |
| 2009 | 0.00% | 2.04% |
| 2008 | 0.00% | 0.71% |
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