CGMU vs LMBS
Comparison between CAPITAL GROUP MUNICIPAL INCOME ETF SHARE CLASS (CGMU, ETF) and FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF).
CGMU vs LMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMU
$6.30B
LMBS
$6.30B
Expense Ratio
Winner
CGMU
0.27%
LMBS
0.66%
Max Drawdown
Winner
CGMU
6.04%
LMBS
11.76%
Sharpe Ratio
CGMU
0.84
Winner
LMBS
0.86
5Y Beta
CGMU
0.03
Winner
LMBS
0.01
5Y Dividends CAGR
CGMU
N/A
LMBS
12.80%
CGMU vs LMBS - Historical Returns
Returns include dividend reinvestment.
1M
CGMU
-0.16%
Winner
LMBS
+0.04%
3M
Winner
CGMU
+0.47%
LMBS
+0.45%
6M
CGMU
+0.64%
Winner
LMBS
+1.18%
1Y
Winner
CGMU
+5.97%
LMBS
+5.49%
5Y(CAGR)
CGMU
N/A
LMBS
+3.17%
10Y(CAGR)
CGMU
N/A
LMBS
+2.67%
Max(CAGR)
Winner
CGMU
+5.54%
LMBS
+3.01%
CGMU vs LMBS - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | CGMU | LMBS |
|---|---|---|
| 2026 | +1.34% | +1.74% |
| 2025 | +5.11% | +7.05% |
| 2024 | +2.75% | +5.30% |
| 2023 | +6.64% | +6.26% |
| 2022 | +4.53% | -2.97% |
| 2021 | N/A | -1.01% |
| 2020 | N/A | +1.60% |
| 2019 | N/A | +4.10% |
| 2018 | N/A | +1.50% |
| 2017 | N/A | +1.55% |
| 2016 | N/A | +6.56% |
| 2015 | N/A | +2.56% |
| 2014 | N/A | +1.57% |
CGMU vs LMBS Drawdown Comparison
The maximum drawdown for CGMU was -4.11%, occurring on Oct 31, 2023. Recovery took 159 trading sessions.
The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.
The current CGMU drawdown is -0.87%. The current LMBS drawdown is -0.10%.
| Rank | CGMU | LMBS |
|---|---|---|
| #1 | -4.11% Apr 12, 2023 - Nov 28, 2023 | -6.49% Mar 6, 2020 - Dec 11, 2023 |
| #2 | -3.61% Feb 28, 2025 - Sep 3, 2025 | -1.85% Jan 6, 2015 - Mar 12, 2015 |
| #3 | -2.60% Feb 2, 2023 - Apr 6, 2023 | -1.72% Apr 4, 2025 - Jun 11, 2025 |
| #4 | -2.55% Feb 27, 2026 - Mar 26, 2026 | -1.52% Oct 1, 2024 - Feb 5, 2025 |
| #5 | -2.46% Oct 1, 2024 - Dec 4, 2024 | -1.45% Mar 27, 2024 - May 15, 2024 |
| #6 | -1.92% Dec 6, 2024 - Feb 25, 2025 | -1.43% Feb 27, 2026 - Jun 16, 2026 |
| #7 | -1.22% May 15, 2024 - Jun 12, 2024 | -1.25% Aug 24, 2015 - Oct 6, 2015 |
| #8 | -1.21% Mar 8, 2024 - May 15, 2024 | -0.97% Dec 4, 2014 - Dec 26, 2014 |
| #9 | -1.06% Dec 15, 2022 - Jan 9, 2023 | -0.89% Apr 6, 2015 - May 7, 2015 |
| #10 | -0.97% Dec 27, 2023 - Jan 31, 2024 | -0.86% Nov 4, 2016 - Apr 4, 2017 |
| #11 | -0.96% Feb 1, 2024 - Mar 8, 2024 | -0.85% Feb 1, 2024 - Mar 6, 2024 |
| #12 | -0.66% Sep 17, 2025 - Oct 13, 2025 | -0.81% Feb 18, 2016 - Mar 17, 2016 |
| #13 | -0.62% Aug 2, 2024 - Aug 23, 2024 | -0.74% Mar 12, 2015 - Mar 20, 2015 |
| #14 | -0.61% Jun 14, 2024 - Jul 5, 2024 | -0.74% May 15, 2024 - Jun 5, 2024 |
| #15 | -0.40% Nov 11, 2025 - Dec 22, 2025 | -0.67% Jan 11, 2016 - Jan 20, 2016 |
Correlation
Correlation between CGMU and LMBS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2014 - 2026)
CGMU vs LMBS dividend yield comparison.
| Year | CGMU | LMBS |
|---|---|---|
| 2026 | 1.63% | 2.05% |
| 2025 | 3.32% | 4.08% |
| 2024 | 3.21% | 4.28% |
| 2023 | 3.08% | 3.96% |
| 2022 | 0.49% | 2.22% |
| 2021 | 0.00% | 2.04% |
| 2020 | 0.00% | 2.27% |
| 2019 | 0.00% | 2.55% |
| 2018 | 0.00% | 2.76% |
| 2017 | 0.00% | 2.73% |
| 2016 | 0.00% | 2.84% |
| 2015 | 0.00% | 3.03% |
| 2014 | 0.00% | 0.37% |
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