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CGHM vs ILCG

Comparison between CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF SHARE CLASS (CGHM, ETF) and ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF).

CGHM vs ILCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CGHM
$3.10B
Winner
ILCG
$3.20B
Expense Ratio
CGHM
0.34%
Winner
ILCG
0.04%
Max Drawdown
Winner
CGHM
7.39%
ILCG
53.23%
Sharpe Ratio
Winner
CGHM
1.63
ILCG
1.08
5Y Beta
Winner
CGHM
0.00
ILCG
1.24
P/E Ratio
CGHM
N/A
ILCG
35.43
Forward P/E
CGHM
N/A
ILCG
25.39
PEG Ratio
CGHM
N/A
ILCG
0.23
5Y Dividends CAGR
CGHM
N/A
ILCG
24.33%
5Y EPS CAGR
CGHM
N/A
ILCG
39.40%
Debt to Equity
CGHM
N/A
ILCG
-1.77%
P/S Ratio
CGHM
N/A
ILCG
6.05
P/B Ratio
CGHM
N/A
ILCG
10.01

CGHM vs ILCG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CGHM
+1.86%
ILCG
-1.80%
3M
CGHM
+2.76%
Winner
ILCG
+16.41%
6M
CGHM
+3.34%
Winner
ILCG
+7.82%
1Y
CGHM
+8.86%
Winner
ILCG
+22.01%
5Y(CAGR)
CGHM
N/A
ILCG
+12.86%
10Y(CAGR)
CGHM
N/A
ILCG
+19.21%
Max(CAGR)
CGHM
+5.25%
Winner
ILCG
+14.52%

CGHM vs ILCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearCGHMILCG
2026+3.12%+9.01%
2025+4.31%+16.68%
2024+2.71%+35.11%
2023N/A+41.82%
2022N/A-32.14%
2021N/A+25.97%
2020N/A+38.72%
2019N/A+36.50%
2018N/A+4.14%
2017N/A+34.85%
2016N/A+7.68%
2015N/A+12.01%
2014N/A+19.48%
2013N/A+33.84%
2012N/A+21.88%
2011N/A+4.40%
2010N/A+14.45%
2009N/A+44.91%
2008N/A-39.45%
2007N/A+14.40%
2006N/A+5.12%
2005N/A+5.57%
2004N/A+6.38%

CGHM vs ILCG Drawdown Comparison

The maximum drawdown for CGHM was -5.90%, occurring on Apr 11, 2025. Recovery took 134 trading sessions.

The maximum drawdown for ILCG was -51.99%, occurring on Nov 20, 2008. Recovery took 802 trading sessions.

The current CGHM drawdown is -0.04%. The current ILCG drawdown is -5.58%.

RankCGHMILCG
#1-5.90%
Feb 28, 2025 - Sep 11, 2025
-51.99%
Oct 31, 2007 - Jan 6, 2011
#2-2.83%
Dec 6, 2024 - Feb 28, 2025
-35.38%
Nov 19, 2021 - Feb 7, 2024
#3-2.56%
Oct 1, 2024 - Dec 4, 2024
-31.61%
Feb 19, 2020 - Jun 5, 2020
#4-2.55%
Feb 27, 2026 - May 29, 2026
-23.10%
Jan 23, 2025 - Jun 24, 2025
#5-1.20%
Aug 5, 2024 - Sep 5, 2024
-20.00%
Oct 1, 2018 - Mar 21, 2019
#6-0.62%
Nov 11, 2025 - Dec 31, 2025
-16.90%
Jul 22, 2011 - Jan 19, 2012
#7-0.53%
Sep 17, 2025 - Oct 3, 2025
-15.65%
Oct 29, 2025 - Apr 22, 2026
#8-0.44%
Jun 27, 2024 - Jul 2, 2024
-15.12%
Nov 3, 2015 - Jul 11, 2016
#9-0.39%
Oct 22, 2025 - Nov 11, 2025
-13.13%
Jul 20, 2015 - Nov 2, 2015
#10-0.35%
Jan 15, 2026 - Feb 2, 2026
-12.99%
Feb 12, 2021 - Apr 26, 2021
#11-0.25%
Sep 16, 2024 - Sep 26, 2024
-12.81%
Jul 10, 2024 - Oct 9, 2024
#12-0.24%
Jul 17, 2024 - Jul 26, 2024
-12.00%
Jan 11, 2006 - Oct 26, 2006
#13-0.16%
Jun 4, 2026 - Jun 15, 2026
-11.33%
Sep 2, 2020 - Dec 1, 2020
#14-0.14%
Sep 11, 2024 - Sep 13, 2024
-9.91%
Apr 3, 2012 - Aug 16, 2012
#15-0.12%
Oct 16, 2025 - Oct 20, 2025
-9.54%
Jan 26, 2018 - Mar 12, 2018

Correlation

Correlation between CGHM and ILCG is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2004 - 2026)

CGHM vs ILCG dividend yield comparison.

YearCGHMILCG
20261.66%0.17%
20253.61%0.47%
20241.78%0.50%
20230.00%0.69%
20220.00%0.75%
20210.00%0.45%
20200.00%1.39%
20190.00%2.71%
20180.00%4.06%
20170.00%4.46%
20160.00%4.77%
20150.00%4.96%
20140.00%4.35%
20130.00%4.71%
20120.00%6.34%
20110.00%4.58%
20100.00%3.69%
20090.00%4.16%
20080.00%4.85%
20070.00%2.29%
20060.00%2.23%
20050.00%1.79%
20040.00%6.38%

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