VIOO vs CGMU

Comparison between VANGUARD S&P SMALL-CAP 600 INDEX FUND ETF SHARES (VIOO, ETF) and CAPITAL GROUP MUNICIPAL INCOME ETF SHARE CLASS (CGMU, ETF).

VIOO vs CGMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VIOO(ETF)	CGMU(ETF)
Net Assets	$5.80B	$5.80B
Expense Ratio	0.07%	0.27%
Max Drawdown	45.59%	6.04%
Sharpe Ratio	1.46	1.09
5Y Beta	1.03	0.03
P/E Ratio	35.75	N/A
Forward P/E	14.79	N/A
5Y Dividends CAGR	27.55%	N/A
5Y EPS CAGR	14.54%	N/A
P/S Ratio	1.22	N/A
P/B Ratio	1.90	N/A

Net Assets

VIOO

$5.80B

CGMU

$5.80B

Expense Ratio

Winner

VIOO

0.07%

CGMU

0.27%

Max Drawdown

VIOO

45.59%

Winner

CGMU

6.04%

Sharpe Ratio

Winner

VIOO

1.46

CGMU

1.09

5Y Beta

VIOO

1.03

Winner

CGMU

0.03

P/E Ratio

VIOO

35.75

CGMU

N/A

Forward P/E

VIOO

14.79

CGMU

N/A

5Y Dividends CAGR

VIOO

27.55%

CGMU

N/A

5Y EPS CAGR

VIOO

14.54%

CGMU

N/A

P/S Ratio

VIOO

1.22

CGMU

N/A

P/B Ratio

VIOO

1.90

CGMU

N/A

VIOO vs CGMU - Historical Returns

Returns include dividend reinvestment.

Period	VIOO	CGMU
1 month	+2.62%	-0.07%
3 months	+3.49%	-1.01%
6 months	+16.45%	+1.29%
1 year	+26.97%	+6.26%
5 years(CAGR)	+6.09%	N/A
10 years(CAGR)	+10.94%	N/A
Max(CAGR)	+12.10%	+5.64%

Winner

VIOO

+2.62%

CGMU

-0.07%

Winner

VIOO

+3.49%

CGMU

-1.01%

Winner

VIOO

+16.45%

CGMU

+1.29%

Winner

VIOO

+26.97%

CGMU

+6.26%

5Y(CAGR)

VIOO

+6.09%

CGMU

N/A

10Y(CAGR)

VIOO

+10.94%

CGMU

N/A

Max(CAGR)

Winner

VIOO

+12.10%

CGMU

+5.64%

VIOO vs CGMU - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VIOO	CGMU
2026	+11.55%	+0.75%
2025	+6.22%	+5.11%
2024	+9.10%	+2.75%
2023	+16.41%	+6.64%
2022	-17.13%	+4.53%
2021	+27.98%	N/A
2020	+11.35%	N/A
2019	+22.12%	N/A
2018	-9.21%	N/A
2017	+12.68%	N/A
2016	+29.98%	N/A
2015	-1.50%	N/A
2014	+6.90%	N/A
2013	+38.40%	N/A
2012	+14.42%	N/A
2011	-0.74%	N/A
2010	+23.43%	N/A

VIOO vs CGMU Drawdown Comparison

The maximum drawdown for VIOO was -44.15%, occurring on Mar 23, 2020. Recovery took 562 trading sessions.

The maximum drawdown for CGMU was -4.11%, occurring on Oct 31, 2023. Recovery took 159 trading sessions.

The current VIOO drawdown is -2.62%. The current CGMU drawdown is -1.45%.

Rank	VIOO	CGMU
#1	-44.15% Aug 31, 2018 - Nov 24, 2020	-4.11% Apr 12, 2023 - Nov 28, 2023
#2	-27.93% Nov 25, 2024 - Dec 11, 2025	-3.61% Feb 28, 2025 - Sep 3, 2025
#3	-26.52% Nov 8, 2021 - Jul 16, 2024	-2.60% Feb 2, 2023 - Apr 6, 2023
#4	-24.95% Jul 8, 2011 - Feb 3, 2012	-2.55% Feb 27, 2026 - Mar 26, 2026
#5	-20.00% Jun 23, 2015 - Jul 11, 2016	-2.46% Oct 1, 2024 - Dec 4, 2024
#6	-12.46% Mar 26, 2012 - Sep 6, 2012	-1.92% Dec 6, 2024 - Feb 25, 2025
#7	-11.72% Jul 1, 2014 - Dec 23, 2014	-1.22% May 15, 2024 - Jun 12, 2024
#8	-10.47% Sep 14, 2012 - Jan 2, 2013	-1.21% Mar 8, 2024 - May 15, 2024
#9	-9.88% Jun 8, 2021 - Nov 1, 2021	-1.06% Dec 15, 2022 - Jan 9, 2023
#10	-9.33% Mar 12, 2021 - Jun 7, 2021	-0.97% Dec 27, 2023 - Jan 31, 2024
#11	-9.10% Jul 31, 2024 - Oct 16, 2024	-0.96% Feb 1, 2024 - Mar 8, 2024
#12	-8.77% Feb 10, 2026 - Apr 14, 2026	-0.66% Sep 17, 2025 - Oct 13, 2025
#13	-8.73% Jan 26, 2018 - May 9, 2018	-0.62% Aug 2, 2024 - Aug 23, 2024
#14	-8.49% Apr 28, 2011 - Jul 8, 2011	-0.61% Jun 14, 2024 - Jul 5, 2024
#15	-7.93% Sep 7, 2016 - Nov 11, 2016	-0.40% Nov 11, 2025 - Dec 22, 2025

Correlation

Correlation between VIOO and CGMU is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2010 - 2026)

VIOO vs CGMU dividend yield comparison.

Year	VIOO	CGMU
2026	0.00%	1.12%
2025	1.36%	3.32%
2024	1.48%	3.21%
2023	1.47%	3.08%
2022	1.51%	0.49%
2021	1.16%	0.00%
2020	1.09%	0.00%
2019	1.37%	0.00%
2018	1.32%	0.00%
2017	1.11%	0.00%
2016	1.06%	0.00%
2015	1.26%	0.00%
2014	1.06%	0.00%
2013	0.86%	0.00%
2012	1.45%	0.00%
2011	0.77%	0.00%
2010	1.16%	0.00%