CGHM vs UCON
Comparison between CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF SHARE CLASS (CGHM, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
CGHM vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGHM
$3.20B
Winner
UCON
$3.30B
Expense Ratio
Winner
CGHM
0.34%
UCON
0.86%
Max Drawdown
Winner
CGHM
7.39%
UCON
15.31%
Sharpe Ratio
Winner
CGHM
1.57
UCON
-0.08
5Y Beta
Winner
CGHM
0.00
UCON
0.04
5Y Dividends CAGR
CGHM
N/A
UCON
9.97%
CGHM vs UCON - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGHM
-1.02%
UCON
-1.07%
3M
Winner
CGHM
+0.37%
UCON
-0.49%
6M
Winner
CGHM
+1.81%
UCON
-0.13%
1Y
Winner
CGHM
+8.98%
UCON
+3.63%
5Y(CAGR)
CGHM
N/A
UCON
+2.59%
10Y(CAGR)
CGHM
N/A
UCON
+3.56%
Max(CAGR)
Winner
CGHM
+4.59%
UCON
+3.56%
CGHM vs UCON - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CGHM | UCON |
|---|---|---|
| 2026 | +2.23% | -0.03% |
| 2025 | +4.31% | +7.00% |
| 2024 | +2.71% | +4.90% |
| 2023 | N/A | +7.67% |
| 2022 | N/A | -5.72% |
| 2021 | N/A | +1.05% |
| 2020 | N/A | +6.67% |
| 2019 | N/A | +7.13% |
| 2018 | N/A | +1.11% |
CGHM vs UCON Drawdown Comparison
The maximum drawdown for CGHM was -5.90%, occurring on Apr 11, 2025. Recovery took 134 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current CGHM drawdown is -1.58%. The current UCON drawdown is -1.24%.
| Rank | CGHM | UCON |
|---|---|---|
| #1 | -5.90% Feb 28, 2025 - Sep 11, 2025 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -2.83% Dec 6, 2024 - Feb 28, 2025 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -2.56% Oct 1, 2024 - Dec 4, 2024 | -2.45% Feb 26, 2026 - Jun 29, 2026 |
| #4 | -2.55% Feb 27, 2026 - May 29, 2026 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -1.81% Jul 2, 2026 - Jul 23, 2026 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -1.20% Aug 5, 2024 - Sep 5, 2024 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -0.62% Nov 11, 2025 - Dec 31, 2025 | -1.31% Jun 29, 2026 - Jul 23, 2026 |
| #8 | -0.53% Sep 17, 2025 - Oct 3, 2025 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #9 | -0.44% Jun 27, 2024 - Jul 2, 2024 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #10 | -0.39% Oct 22, 2025 - Nov 11, 2025 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #11 | -0.35% Jan 15, 2026 - Feb 2, 2026 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #12 | -0.25% Sep 16, 2024 - Sep 26, 2024 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #13 | -0.24% Jul 17, 2024 - Jul 26, 2024 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #14 | -0.16% Jun 4, 2026 - Jun 15, 2026 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #15 | -0.15% Jun 29, 2026 - Jul 1, 2026 | -0.73% May 15, 2024 - Jun 4, 2024 |
Correlation
Correlation between CGHM and UCON is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2018 - 2026)
CGHM vs UCON dividend yield comparison.
| Year | CGHM | UCON |
|---|---|---|
| 2026 | 2.02% | 2.63% |
| 2025 | 3.61% | 4.63% |
| 2024 | 1.78% | 4.95% |
| 2023 | 0.00% | 4.75% |
| 2022 | 0.00% | 3.12% |
| 2021 | 0.00% | 2.20% |
| 2020 | 0.00% | 3.14% |
| 2019 | 0.00% | 3.25% |
| 2018 | 0.00% | 1.76% |
Select Stocks to Compare
Popular: CGHM vs SPYUCON vs SPY
More Comparisons
Compare with similar stocks