FELV vs CGHM
Comparison between FIDELITY ENHANCED LARGE CAP VALUE ETF (FELV, ETF) and CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF SHARE CLASS (CGHM, ETF).
FELV vs CGHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FELV
$3B
Winner
CGHM
$3.10B
Expense Ratio
Winner
FELV
0.18%
CGHM
0.34%
Max Drawdown
FELV
16.87%
Winner
CGHM
7.39%
Sharpe Ratio
Winner
FELV
2.08
CGHM
1.60
5Y Beta
FELV
0.76
Winner
CGHM
0.00
P/E Ratio
FELV
22.40
CGHM
N/A
Forward P/E
FELV
17.18
CGHM
N/A
5Y EPS CAGR
FELV
16.00%
CGHM
N/A
Debt to Equity
FELV
46.45%
CGHM
N/A
P/S Ratio
FELV
2.42
CGHM
N/A
P/B Ratio
FELV
3.39
CGHM
N/A
FELV vs CGHM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FELV
+3.86%
CGHM
+0.91%
3M
Winner
FELV
+14.20%
CGHM
+1.80%
6M
Winner
FELV
+15.37%
CGHM
+3.14%
1Y
Winner
FELV
+29.68%
CGHM
+8.71%
Max(CAGR)
Winner
FELV
+21.97%
CGHM
+5.10%
FELV vs CGHM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | FELV | CGHM |
|---|---|---|
| 2026 | +14.61% | +2.68% |
| 2025 | +16.15% | +4.31% |
| 2024 | +15.69% | +2.71% |
| 2023 | +7.19% | N/A |
FELV vs CGHM Drawdown Comparison
The maximum drawdown for FELV was -16.09%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The maximum drawdown for CGHM was -5.90%, occurring on Apr 11, 2025. Recovery took 134 trading sessions.
The current CGHM drawdown is -0.08%.
| Rank | FELV | CGHM |
|---|---|---|
| #1 | -16.09% Nov 29, 2024 - Aug 13, 2025 | -5.90% Feb 28, 2025 - Sep 11, 2025 |
| #2 | -6.85% Feb 27, 2026 - Apr 14, 2026 | -2.83% Dec 6, 2024 - Feb 28, 2025 |
| #3 | -5.34% Mar 28, 2024 - Jul 12, 2024 | -2.56% Oct 1, 2024 - Dec 4, 2024 |
| #4 | -5.15% Jul 31, 2024 - Aug 19, 2024 | -2.55% Feb 27, 2026 - May 29, 2026 |
| #5 | -4.23% Nov 12, 2025 - Nov 28, 2025 | -1.20% Aug 5, 2024 - Sep 5, 2024 |
| #6 | -3.39% Aug 30, 2024 - Sep 19, 2024 | -0.62% Nov 11, 2025 - Dec 31, 2025 |
| #7 | -2.88% Oct 3, 2025 - Oct 21, 2025 | -0.53% Sep 17, 2025 - Oct 3, 2025 |
| #8 | -2.67% Oct 16, 2024 - Nov 6, 2024 | -0.44% Jun 27, 2024 - Jul 2, 2024 |
| #9 | -2.59% Jun 4, 2026 - Jun 12, 2026 | -0.39% Oct 22, 2025 - Nov 11, 2025 |
| #10 | -2.13% Nov 11, 2024 - Nov 22, 2024 | -0.35% Jan 15, 2026 - Feb 2, 2026 |
| #11 | -2.11% Jul 17, 2024 - Jul 31, 2024 | -0.25% Sep 16, 2024 - Sep 26, 2024 |
| #12 | -1.91% Jan 8, 2024 - Jan 25, 2024 | -0.24% Jul 17, 2024 - Jul 26, 2024 |
| #13 | -1.89% Oct 27, 2025 - Nov 11, 2025 | -0.16% Jun 4, 2026 - Jun 5, 2026 |
| #14 | -1.61% Dec 19, 2023 - Dec 26, 2023 | -0.14% Sep 11, 2024 - Sep 13, 2024 |
| #15 | -1.54% Dec 11, 2025 - Dec 24, 2025 | -0.12% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between FELV and CGHM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
FELV vs CGHM dividend yield comparison.
| Year | FELV | CGHM |
|---|---|---|
| 2026 | 0.40% | 1.67% |
| 2025 | 1.67% | 3.61% |
| 2024 | 2.02% | 1.78% |
| 2023 | 0.04% | 0.00% |
Select Stocks to Compare
Popular: FELV vs SPYCGHM vs SPY
More Comparisons
Compare with similar stocks