CGHM vs IBDV
Comparison between CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF SHARE CLASS (CGHM, ETF) and ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF).
CGHM vs IBDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGHM
$3.10B
IBDV
$3.10B
Expense Ratio
CGHM
0.34%
Winner
IBDV
0.10%
Max Drawdown
Winner
CGHM
7.39%
IBDV
24.90%
Sharpe Ratio
Winner
CGHM
1.63
IBDV
0.21
5Y Beta
Winner
CGHM
0.00
IBDV
0.06
5Y Dividends CAGR
CGHM
N/A
IBDV
19.43%
CGHM vs IBDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGHM
+1.86%
IBDV
+0.33%
3M
Winner
CGHM
+2.76%
IBDV
+0.68%
6M
Winner
CGHM
+3.34%
IBDV
+0.50%
1Y
Winner
CGHM
+8.86%
IBDV
+4.07%
5Y(CAGR)
CGHM
N/A
IBDV
+0.78%
Max(CAGR)
Winner
CGHM
+5.25%
IBDV
+1.07%
CGHM vs IBDV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | CGHM | IBDV |
|---|---|---|
| 2026 | +3.12% | +0.30% |
| 2025 | +4.31% | +8.24% |
| 2024 | +2.71% | +3.94% |
| 2023 | N/A | +7.89% |
| 2022 | N/A | -14.02% |
| 2021 | N/A | -2.38% |
| 2020 | N/A | +5.32% |
CGHM vs IBDV Drawdown Comparison
The maximum drawdown for CGHM was -5.90%, occurring on Apr 11, 2025. Recovery took 134 trading sessions.
The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.
The current CGHM drawdown is -0.04%. The current IBDV drawdown is -0.90%.
| Rank | CGHM | IBDV |
|---|---|---|
| #1 | -5.90% Feb 28, 2025 - Sep 11, 2025 | -21.85% Dec 31, 2020 - Sep 16, 2025 |
| #2 | -2.83% Dec 6, 2024 - Feb 28, 2025 | -2.07% Aug 6, 2020 - Nov 19, 2020 |
| #3 | -2.56% Oct 1, 2024 - Dec 4, 2024 | -2.07% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -2.55% Feb 27, 2026 - May 29, 2026 | -0.82% Nov 30, 2020 - Dec 28, 2020 |
| #5 | -1.20% Aug 5, 2024 - Sep 5, 2024 | -0.75% Oct 20, 2025 - Nov 25, 2025 |
| #6 | -0.62% Nov 11, 2025 - Dec 31, 2025 | -0.59% Sep 16, 2025 - Oct 2, 2025 |
| #7 | -0.53% Sep 17, 2025 - Oct 3, 2025 | -0.49% Nov 26, 2025 - Dec 18, 2025 |
| #8 | -0.44% Jun 27, 2024 - Jul 2, 2024 | -0.48% Jul 23, 2020 - Jul 30, 2020 |
| #9 | -0.39% Oct 22, 2025 - Nov 11, 2025 | -0.41% Jan 14, 2026 - Jan 29, 2026 |
| #10 | -0.35% Jan 15, 2026 - Feb 2, 2026 | -0.32% Oct 2, 2025 - Oct 13, 2025 |
| #11 | -0.25% Sep 16, 2024 - Sep 26, 2024 | -0.27% Jul 9, 2020 - Jul 14, 2020 |
| #12 | -0.24% Jul 17, 2024 - Jul 26, 2024 | -0.23% Dec 29, 2025 - Jan 14, 2026 |
| #13 | -0.16% Jun 4, 2026 - Jun 15, 2026 | -0.18% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -0.14% Sep 11, 2024 - Sep 13, 2024 | -0.15% Jan 30, 2026 - Feb 5, 2026 |
| #15 | -0.12% Oct 16, 2025 - Oct 20, 2025 | -0.14% Feb 17, 2026 - Feb 23, 2026 |
Correlation
Correlation between CGHM and IBDV is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2020 - 2026)
CGHM vs IBDV dividend yield comparison.
| Year | CGHM | IBDV |
|---|---|---|
| 2026 | 1.66% | 1.89% |
| 2025 | 3.61% | 4.57% |
| 2024 | 1.78% | 4.69% |
| 2023 | 0.00% | 4.10% |
| 2022 | 0.00% | 3.02% |
| 2021 | 0.00% | 1.99% |
| 2020 | 0.00% | 0.90% |
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