CGHM vs WTV

Comparison between CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF SHARE CLASS (CGHM, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).

CGHM vs WTV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGHM(ETF)	WTV(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.34%	0.12%
Max Drawdown	7.39%	42.18%
Sharpe Ratio	1.07	1.59
5Y Beta	0.01	0.78
P/E Ratio	N/A	19.36
Forward P/E	N/A	14.43
PEG Ratio	N/A	0.26
5Y Dividends CAGR	N/A	19.62%
5Y EPS CAGR	N/A	16.21%
Debt to Equity	N/A	20.89%
P/S Ratio	N/A	1.54
P/B Ratio	N/A	2.69

Net Assets

CGHM

$3.20B

WTV

$3.20B

Expense Ratio

CGHM

0.34%

Winner

WTV

0.12%

Max Drawdown

Winner

CGHM

7.39%

WTV

42.18%

Sharpe Ratio

CGHM

1.07

Winner

WTV

1.59

5Y Beta

Winner

CGHM

0.01

WTV

0.78

P/E Ratio

CGHM

N/A

WTV

19.36

Forward P/E

CGHM

N/A

WTV

14.43

PEG Ratio

CGHM

N/A

WTV

0.26

5Y Dividends CAGR

CGHM

N/A

WTV

19.62%

5Y EPS CAGR

CGHM

N/A

WTV

16.21%

Debt to Equity

CGHM

N/A

WTV

20.89%

P/S Ratio

CGHM

N/A

WTV

1.54

P/B Ratio

CGHM

N/A

WTV

2.69

CGHM vs WTV - Historical Returns

Returns include dividend reinvestment.

Period	CGHM	WTV
1 month	-0.69%	+3.35%
3 months	+0.67%	+8.47%
6 months	-0.07%	+9.12%
1 year	+7.39%	+24.45%
5 years(CAGR)	N/A	+14.20%
10 years(CAGR)	N/A	+13.91%
Max(CAGR)	+4.21%	+13.91%

CGHM

-0.69%

Winner

WTV

+3.35%

CGHM

+0.67%

Winner

WTV

+8.47%

CGHM

-0.07%

Winner

WTV

+9.12%

CGHM

+7.39%

Winner

WTV

+24.45%

5Y(CAGR)

CGHM

N/A

WTV

+14.20%

10Y(CAGR)

CGHM

N/A

WTV

+13.91%

Max(CAGR)

CGHM

+4.21%

Winner

WTV

+13.91%

CGHM vs WTV - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CGHM	WTV
2026	+1.79%	+16.41%
2025	+4.31%	+14.03%
2024	+2.71%	+23.99%
2023	N/A	+22.85%
2022	N/A	-8.18%
2021	N/A	+31.79%
2020	N/A	+5.42%
2019	N/A	+29.11%
2018	N/A	-8.58%
2017	N/A	+1.14%

CGHM vs WTV Drawdown Comparison

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

The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The current CGHM drawdown is -1.71%. The current WTV drawdown is -0.23%.

Rank	CGHM	WTV
#1	-5.90% Feb 28, 2025 - Sep 11, 2025	-42.18% Jan 16, 2020 - Nov 23, 2020
#2	-2.83% Dec 6, 2024 - Feb 28, 2025	-20.53% Sep 21, 2018 - Apr 5, 2019
#3	-2.56% Oct 1, 2024 - Dec 4, 2024	-19.31% Jan 4, 2022 - Feb 1, 2023
#4	-2.55% Feb 27, 2026 - May 29, 2026	-18.49% Nov 29, 2024 - Jul 23, 2025
#5	-1.84% Jun 26, 2026 - Jul 23, 2026	-13.67% Feb 2, 2023 - Jul 12, 2023
#6	-1.20% Aug 5, 2024 - Sep 5, 2024	-10.43% Aug 1, 2023 - Dec 1, 2023
#7	-0.62% Nov 11, 2025 - Dec 31, 2025	-9.69% Jan 26, 2018 - Aug 27, 2018
#8	-0.53% Sep 17, 2025 - Oct 3, 2025	-9.24% May 3, 2019 - Jul 24, 2019
#9	-0.44% Jun 27, 2024 - Jul 2, 2024	-7.88% Jul 26, 2019 - Oct 24, 2019
#10	-0.39% Oct 22, 2025 - Nov 11, 2025	-7.15% Feb 10, 2026 - May 8, 2026
#11	-0.35% Jan 15, 2026 - Feb 2, 2026	-6.91% Jul 31, 2024 - Aug 23, 2024
#12	-0.25% Sep 16, 2024 - Sep 26, 2024	-6.24% Mar 28, 2024 - Jul 16, 2024
#13	-0.24% Jul 17, 2024 - Jul 26, 2024	-6.10% Nov 16, 2021 - Dec 29, 2021
#14	-0.16% Jun 4, 2026 - Jun 15, 2026	-4.91% Oct 27, 2025 - Dec 3, 2025
#15	-0.14% Sep 11, 2024 - Sep 13, 2024	-4.66% May 10, 2021 - Aug 3, 2021