FPE vs CGMU
Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and CAPITAL GROUP MUNICIPAL INCOME ETF SHARE CLASS (CGMU, ETF).
FPE vs CGMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FPE
$6.30B
CGMU
$6.30B
Expense Ratio
FPE
0.83%
Winner
CGMU
0.27%
Max Drawdown
FPE
34.80%
Winner
CGMU
6.04%
Sharpe Ratio
FPE
0.71
Winner
CGMU
0.84
5Y Beta
FPE
0.19
Winner
CGMU
0.03
5Y Dividends CAGR
FPE
2.26%
CGMU
N/A
FPE vs CGMU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FPE
+0.16%
CGMU
-0.16%
3M
Winner
FPE
+0.73%
CGMU
+0.47%
6M
FPE
+0.58%
Winner
CGMU
+0.64%
1Y
Winner
FPE
+6.64%
CGMU
+5.97%
5Y(CAGR)
FPE
+2.88%
CGMU
N/A
10Y(CAGR)
FPE
+4.87%
CGMU
N/A
Max(CAGR)
FPE
+4.82%
Winner
CGMU
+5.54%
FPE vs CGMU - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FPE | CGMU |
|---|---|---|
| 2026 | +1.08% | +1.34% |
| 2025 | +8.90% | +5.11% |
| 2024 | +11.29% | +2.75% |
| 2023 | +6.14% | +6.64% |
| 2022 | -12.77% | +4.53% |
| 2021 | +5.29% | N/A |
| 2020 | +5.70% | N/A |
| 2019 | +17.95% | N/A |
| 2018 | -4.83% | N/A |
| 2017 | +11.02% | N/A |
| 2016 | +6.13% | N/A |
| 2015 | +6.06% | N/A |
| 2014 | +11.53% | N/A |
| 2013 | -6.55% | N/A |
FPE vs CGMU Drawdown Comparison
The maximum drawdown for FPE was -33.35%, occurring on Mar 18, 2020. Recovery took 186 trading sessions.
The maximum drawdown for CGMU was -4.11%, occurring on Oct 31, 2023. Recovery took 159 trading sessions.
The current FPE drawdown is -0.46%. The current CGMU drawdown is -0.87%.
| Rank | FPE | CGMU |
|---|---|---|
| #1 | -33.35% Feb 14, 2020 - Nov 9, 2020 | -4.11% Apr 12, 2023 - Nov 28, 2023 |
| #2 | -19.65% Sep 22, 2021 - Aug 13, 2024 | -3.61% Feb 28, 2025 - Sep 3, 2025 |
| #3 | -13.32% May 9, 2013 - Jan 8, 2015 | -2.60% Feb 2, 2023 - Apr 6, 2023 |
| #4 | -5.95% Jan 8, 2018 - Feb 20, 2019 | -2.55% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -5.45% Jan 5, 2016 - Apr 8, 2016 | -2.46% Oct 1, 2024 - Dec 4, 2024 |
| #6 | -4.66% Feb 28, 2025 - Jun 4, 2025 | -1.92% Dec 6, 2024 - Feb 25, 2025 |
| #7 | -4.08% Feb 20, 2026 - Mar 27, 2026 | -1.22% May 15, 2024 - Jun 12, 2024 |
| #8 | -3.47% Oct 26, 2016 - Feb 2, 2017 | -1.21% Mar 8, 2024 - May 15, 2024 |
| #9 | -2.21% Dec 6, 2024 - Feb 18, 2025 | -1.06% Dec 15, 2022 - Jan 9, 2023 |
| #10 | -2.00% Dec 1, 2015 - Dec 31, 2015 | -0.97% Dec 27, 2023 - Jan 31, 2024 |
| #11 | -1.53% Feb 9, 2021 - Apr 1, 2021 | -0.96% Feb 1, 2024 - Mar 8, 2024 |
| #12 | -1.43% Jul 31, 2015 - Oct 13, 2015 | -0.66% Sep 17, 2025 - Oct 13, 2025 |
| #13 | -1.41% Oct 28, 2025 - Dec 24, 2025 | -0.62% Aug 2, 2024 - Aug 23, 2024 |
| #14 | -1.39% Aug 3, 2017 - Sep 15, 2017 | -0.61% Jun 14, 2024 - Jul 5, 2024 |
| #15 | -1.31% Oct 18, 2024 - Dec 6, 2024 | -0.40% Nov 11, 2025 - Dec 22, 2025 |
Correlation
Correlation between FPE and CGMU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2013 - 2026)
FPE vs CGMU dividend yield comparison.
| Year | FPE | CGMU |
|---|---|---|
| 2026 | 2.86% | 1.63% |
| 2025 | 5.81% | 3.32% |
| 2024 | 5.68% | 3.21% |
| 2023 | 6.03% | 3.08% |
| 2022 | 5.67% | 0.49% |
| 2021 | 4.48% | 0.00% |
| 2020 | 4.88% | 0.00% |
| 2019 | 5.32% | 0.00% |
| 2018 | 6.14% | 0.00% |
| 2017 | 5.39% | 0.00% |
| 2016 | 5.97% | 0.00% |
| 2015 | 5.49% | 0.00% |
| 2014 | 6.00% | 0.00% |
| 2013 | 4.69% | 0.00% |
Select Stocks to Compare
Popular: FPE vs SPYCGMU vs SPY
More Comparisons
Compare with similar stocks