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PXF vs CGHM

Comparison between INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF (PXF, ETF) and CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF SHARE CLASS (CGHM, ETF).

PXF vs CGHM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PXF
$2.80B
Winner
CGHM
$2.90B
Expense Ratio
PXF
0.43%
Winner
CGHM
0.34%
Max Drawdown
PXF
65.71%
Winner
CGHM
7.39%
Sharpe Ratio
Winner
PXF
2.44
CGHM
1.42
5Y Beta
PXF
0.69
Winner
CGHM
-0.00
5Y Dividends CAGR
PXF
19.20%
CGHM
N/A

PXF vs CGHM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PXF
+4.67%
CGHM
+0.60%
3M
Winner
PXF
+3.93%
CGHM
+0.71%
6M
Winner
PXF
+22.48%
CGHM
+2.05%
1Y
Winner
PXF
+45.74%
CGHM
+8.26%
5Y(CAGR)
PXF
+13.70%
CGHM
N/A
10Y(CAGR)
PXF
+11.77%
CGHM
N/A
Max(CAGR)
Winner
PXF
+5.46%
CGHM
+4.96%

PXF vs CGHM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPXFCGHM
2026+16.06%+1.99%
2025+42.94%+4.31%
2024+5.44%+2.71%
2023+17.64%N/A
2022-9.89%N/A
2021+15.16%N/A
2020+1.75%N/A
2019+17.66%N/A
2018-15.52%N/A
2017+23.77%N/A
2016+8.91%N/A
2015-5.40%N/A
2014-5.31%N/A
2013+22.01%N/A
2012+13.11%N/A
2011-17.35%N/A
2010+3.74%N/A
2009+37.81%N/A
2008-41.42%N/A
2007+2.78%N/A

PXF vs CGHM Drawdown Comparison

The maximum drawdown for PXF was -64.74%, occurring on Mar 9, 2009. Recovery took 2408 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 -0.37%.

RankPXFCGHM
#1-64.74%
Dec 19, 2007 - Jul 14, 2017
-5.90%
Feb 28, 2025 - Sep 11, 2025
#2-41.56%
Jan 26, 2018 - Jan 7, 2021
-2.83%
Dec 6, 2024 - Feb 28, 2025
#3-26.85%
Jan 12, 2022 - Jul 26, 2023
-2.56%
Oct 1, 2024 - Dec 4, 2024
#4-14.06%
Mar 19, 2025 - May 2, 2025
-2.55%
Feb 27, 2026 - Mar 26, 2026
#5-11.27%
Jul 13, 2007 - Oct 11, 2007
-1.20%
Aug 5, 2024 - Sep 5, 2024
#6-10.91%
Feb 27, 2026 - May 6, 2026
-0.62%
Nov 11, 2025 - Dec 31, 2025
#7-10.24%
Jul 28, 2023 - Dec 13, 2023
-0.53%
Sep 17, 2025 - Oct 3, 2025
#8-9.35%
Sep 26, 2024 - Mar 5, 2025
-0.44%
Jun 27, 2024 - Jul 2, 2024
#9-8.79%
Oct 31, 2007 - Dec 19, 2007
-0.39%
Oct 22, 2025 - Nov 11, 2025
#10-8.39%
Jun 7, 2021 - Jan 11, 2022
-0.35%
Jan 15, 2026 - Feb 2, 2026
#11-7.30%
Jul 12, 2024 - Aug 21, 2024
-0.25%
Sep 16, 2024 - Sep 26, 2024
#12-5.18%
Jan 8, 2021 - Feb 11, 2021
-0.24%
Jul 17, 2024 - Jul 26, 2024
#13-5.02%
Nov 12, 2025 - Dec 3, 2025
-0.14%
Sep 11, 2024 - Sep 13, 2024
#14-4.64%
May 17, 2024 - Jul 12, 2024
-0.12%
Oct 16, 2025 - Oct 20, 2025
#15-4.39%
Apr 9, 2024 - May 6, 2024
-0.10%
Jul 12, 2024 - Jul 16, 2024

Correlation

Correlation between PXF and CGHM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2007 - 2026)

PXF vs CGHM dividend yield comparison.

YearPXFCGHM
20260.64%1.35%
20253.64%3.61%
20243.48%1.78%
20233.55%0.00%
20223.58%0.00%
20213.74%0.00%
20202.11%0.00%
20193.50%0.00%
20183.38%0.00%
20172.78%0.00%
20163.21%0.00%
20153.10%0.00%
20144.00%0.00%
20132.41%0.00%
20122.69%0.00%
20112.20%0.00%
20102.50%0.00%
20092.04%0.00%
20083.05%0.00%
20070.22%0.00%

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