CGHM vs IYH
Comparison between CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF SHARE CLASS (CGHM, ETF) and ISHARES U.S. HEALTHCARE ETF (IYH, ETF).
CGHM vs IYH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGHM
$3.10B
IYH
$3.10B
Expense Ratio
Winner
CGHM
0.34%
IYH
0.38%
Max Drawdown
Winner
CGHM
7.39%
IYH
43.52%
Sharpe Ratio
Winner
CGHM
1.60
IYH
0.76
5Y Beta
Winner
CGHM
0.00
IYH
0.50
P/E Ratio
CGHM
N/A
IYH
30.87
Forward P/E
CGHM
N/A
IYH
18.54
5Y Dividends CAGR
CGHM
N/A
IYH
7.09%
5Y EPS CAGR
CGHM
N/A
IYH
12.23%
Debt to Equity
CGHM
N/A
IYH
79.83%
P/S Ratio
CGHM
N/A
IYH
2.18
P/B Ratio
CGHM
N/A
IYH
4.94
CGHM vs IYH - Historical Returns
Returns include dividend reinvestment.
1M
CGHM
+1.67%
Winner
IYH
+5.37%
3M
CGHM
+1.64%
Winner
IYH
+2.15%
6M
Winner
CGHM
+3.18%
IYH
-1.59%
1Y
CGHM
+9.06%
Winner
IYH
+14.57%
5Y(CAGR)
CGHM
N/A
IYH
+4.81%
10Y(CAGR)
CGHM
N/A
IYH
+9.54%
Max(CAGR)
CGHM
+5.14%
Winner
IYH
+7.75%
CGHM vs IYH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | CGHM | IYH |
|---|---|---|
| 2026 | +2.80% | -1.49% |
| 2025 | +4.31% | +13.03% |
| 2024 | +2.71% | +1.40% |
| 2023 | N/A | +2.59% |
| 2022 | N/A | -3.57% |
| 2021 | N/A | +24.13% |
| 2020 | N/A | +15.33% |
| 2019 | N/A | +22.48% |
| 2018 | N/A | +4.63% |
| 2017 | N/A | +20.96% |
| 2016 | N/A | -0.79% |
| 2015 | N/A | +5.67% |
| 2014 | N/A | +25.79% |
| 2013 | N/A | +38.61% |
| 2012 | N/A | +17.45% |
| 2011 | N/A | +10.15% |
| 2010 | N/A | +2.74% |
| 2009 | N/A | +18.78% |
| 2008 | N/A | -22.27% |
| 2007 | N/A | +7.79% |
| 2006 | N/A | +5.23% |
| 2005 | N/A | +9.01% |
| 2004 | N/A | +3.63% |
| 2003 | N/A | +15.21% |
| 2002 | N/A | -20.78% |
| 2001 | N/A | -10.94% |
| 2000 | N/A | +14.12% |
CGHM vs IYH Drawdown Comparison
The maximum drawdown for CGHM was -5.90%, occurring on Apr 11, 2025. Recovery took 134 trading sessions.
The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.
The current IYH drawdown is -4.38%.
| Rank | CGHM | IYH |
|---|---|---|
| #1 | -5.90% Feb 28, 2025 - Sep 11, 2025 | -43.12% Dec 28, 2000 - Apr 12, 2007 |
| #2 | -2.83% Dec 6, 2024 - Feb 28, 2025 | -38.55% Dec 10, 2007 - Apr 1, 2011 |
| #3 | -2.56% Oct 1, 2024 - Dec 4, 2024 | -28.40% Jan 22, 2020 - Jun 5, 2020 |
| #4 | -2.55% Feb 27, 2026 - May 29, 2026 | -19.30% Jul 20, 2015 - Mar 15, 2017 |
| #5 | -1.20% Aug 5, 2024 - Sep 5, 2024 | -18.15% May 18, 2011 - Feb 1, 2012 |
| #6 | -0.62% Nov 11, 2025 - Dec 31, 2025 | -17.91% Aug 30, 2024 - Nov 24, 2025 |
| #7 | -0.53% Sep 17, 2025 - Oct 3, 2025 | -16.88% Dec 30, 2021 - Jan 10, 2024 |
| #8 | -0.44% Jun 27, 2024 - Jul 2, 2024 | -16.40% Oct 1, 2018 - Nov 12, 2019 |
| #9 | -0.39% Oct 22, 2025 - Nov 11, 2025 | -12.50% Jan 26, 2018 - Aug 6, 2018 |
| #10 | -0.35% Jan 15, 2026 - Feb 2, 2026 | -11.02% Jul 11, 2000 - Oct 23, 2000 |
| #11 | -0.25% Sep 16, 2024 - Sep 26, 2024 | -10.64% Jan 7, 2026 - Apr 29, 2026 |
| #12 | -0.24% Jul 17, 2024 - Jul 26, 2024 | -8.00% Sep 2, 2021 - Dec 16, 2021 |
| #13 | -0.16% Jun 4, 2026 - Jun 15, 2026 | -7.74% May 7, 2007 - Oct 5, 2007 |
| #14 | -0.14% Sep 11, 2024 - Sep 13, 2024 | -7.58% Mar 4, 2014 - Jun 18, 2014 |
| #15 | -0.12% Oct 16, 2025 - Oct 20, 2025 | -7.42% Sep 24, 2014 - Oct 24, 2014 |
Correlation
Correlation between CGHM and IYH is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2000 - 2026)
CGHM vs IYH dividend yield comparison.
| Year | CGHM | IYH |
|---|---|---|
| 2026 | 1.66% | 0.56% |
| 2025 | 3.61% | 1.19% |
| 2024 | 1.78% | 1.25% |
| 2023 | 0.00% | 1.18% |
| 2022 | 0.00% | 1.10% |
| 2021 | 0.00% | 0.94% |
| 2020 | 0.00% | 1.16% |
| 2019 | 0.00% | 1.14% |
| 2018 | 0.00% | 1.95% |
| 2017 | 0.00% | 1.10% |
| 2016 | 0.00% | 1.29% |
| 2015 | 0.00% | 2.02% |
| 2014 | 0.00% | 1.05% |
| 2013 | 0.00% | 1.12% |
| 2012 | 0.00% | 1.69% |
| 2011 | 0.00% | 1.55% |
| 2010 | 0.00% | 1.59% |
| 2009 | 0.00% | 1.53% |
| 2008 | 0.00% | 1.63% |
| 2007 | 0.00% | 1.34% |
| 2006 | 0.00% | 0.88% |
| 2005 | 0.00% | 0.73% |
| 2004 | 0.00% | 0.65% |
| 2003 | 0.00% | 0.74% |
| 2002 | 0.00% | 0.77% |
| 2001 | 0.00% | 0.39% |
| 2000 | 0.00% | 0.22% |
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