CGMU vs DFLV
Comparison between CAPITAL GROUP MUNICIPAL INCOME ETF SHARE CLASS (CGMU, ETF) and DIMENSIONAL US LARGE CAP VALUE ETF (DFLV, ETF).
CGMU vs DFLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMU
$5.80B
Winner
DFLV
$5.90B
Expense Ratio
CGMU
0.27%
Winner
DFLV
0.21%
Max Drawdown
Winner
CGMU
6.04%
DFLV
17.54%
Sharpe Ratio
CGMU
1.09
Winner
DFLV
2.09
5Y Beta
Winner
CGMU
0.03
DFLV
0.74
P/E Ratio
CGMU
N/A
DFLV
19.93
Forward P/E
CGMU
N/A
DFLV
14.56
5Y EPS CAGR
CGMU
N/A
DFLV
13.68%
Debt to Equity
CGMU
N/A
DFLV
42.68%
P/S Ratio
CGMU
N/A
DFLV
2.07
P/B Ratio
CGMU
N/A
DFLV
2.65
CGMU vs DFLV - Historical Returns
Returns include dividend reinvestment.
1M
CGMU
-0.07%
Winner
DFLV
+3.43%
3M
CGMU
-1.01%
Winner
DFLV
+4.09%
6M
CGMU
+1.29%
Winner
DFLV
+16.15%
1Y
CGMU
+6.26%
Winner
DFLV
+28.81%
Max(CAGR)
CGMU
+5.64%
Winner
DFLV
+15.49%
CGMU vs DFLV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CGMU | DFLV |
|---|---|---|
| 2026 | +0.75% | +10.95% |
| 2025 | +5.11% | +16.09% |
| 2024 | +2.75% | +12.38% |
| 2023 | +6.64% | +12.67% |
| 2022 | +4.53% | -0.68% |
CGMU vs DFLV Drawdown Comparison
The maximum drawdown for CGMU was -4.11%, occurring on Oct 31, 2023. Recovery took 159 trading sessions.
The maximum drawdown for DFLV was -16.80%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current CGMU drawdown is -1.45%.
| Rank | CGMU | DFLV |
|---|---|---|
| #1 | -4.11% Apr 12, 2023 - Nov 28, 2023 | -16.80% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -3.61% Feb 28, 2025 - Sep 3, 2025 | -11.29% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -2.60% Feb 2, 2023 - Apr 6, 2023 | -11.21% Feb 2, 2023 - Jul 21, 2023 |
| #4 | -2.55% Feb 27, 2026 - Mar 26, 2026 | -6.10% Jul 31, 2024 - Aug 23, 2024 |
| #5 | -2.46% Oct 1, 2024 - Dec 4, 2024 | -5.48% Feb 11, 2026 - Apr 17, 2026 |
| #6 | -1.92% Dec 6, 2024 - Feb 25, 2025 | -5.40% Mar 28, 2024 - Jul 16, 2024 |
| #7 | -1.22% May 15, 2024 - Jun 12, 2024 | -4.25% Dec 13, 2022 - Jan 6, 2023 |
| #8 | -1.21% Mar 8, 2024 - May 15, 2024 | -4.11% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -1.06% Dec 15, 2022 - Jan 9, 2023 | -3.77% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -0.97% Dec 27, 2023 - Jan 31, 2024 | -3.20% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -0.96% Feb 1, 2024 - Mar 8, 2024 | -2.95% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.66% Sep 17, 2025 - Oct 13, 2025 | -2.81% Jan 13, 2023 - Jan 26, 2023 |
| #13 | -0.62% Aug 2, 2024 - Aug 23, 2024 | -2.64% Jul 17, 2024 - Jul 31, 2024 |
| #14 | -0.61% Jun 14, 2024 - Jul 5, 2024 | -2.54% Jan 2, 2024 - Jan 25, 2024 |
| #15 | -0.40% Nov 11, 2025 - Dec 22, 2025 | -2.02% Oct 27, 2025 - Nov 11, 2025 |
Correlation
Correlation between CGMU and DFLV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
CGMU vs DFLV dividend yield comparison.
| Year | CGMU | DFLV |
|---|---|---|
| 2026 | 1.12% | 0.34% |
| 2025 | 3.32% | 1.61% |
| 2024 | 3.21% | 1.65% |
| 2023 | 3.08% | 1.72% |
| 2022 | 0.49% | 0.11% |
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