VTHR vs CGMU

Comparison between VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES (VTHR, ETF) and CAPITAL GROUP MUNICIPAL INCOME ETF SHARE CLASS (CGMU, ETF).

VTHR vs CGMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTHR(ETF)	CGMU(ETF)
Net Assets	$5.80B	$5.80B
Expense Ratio	0.06%	0.27%
Max Drawdown	34.61%	6.04%
Sharpe Ratio	1.93	1.09
5Y Beta	0.99	0.03
P/E Ratio	27.50	N/A
Forward P/E	20.96	N/A
5Y Dividends CAGR	11.43%	N/A
5Y EPS CAGR	23.34%	N/A
P/S Ratio	3.20	N/A
P/B Ratio	4.92	N/A

Net Assets

VTHR

$5.80B

CGMU

$5.80B

Expense Ratio

Winner

VTHR

0.06%

CGMU

0.27%

Max Drawdown

VTHR

34.61%

Winner

CGMU

6.04%

Sharpe Ratio

Winner

VTHR

1.93

CGMU

1.09

5Y Beta

VTHR

0.99

Winner

CGMU

0.03

P/E Ratio

VTHR

27.50

CGMU

N/A

Forward P/E

VTHR

20.96

CGMU

N/A

5Y Dividends CAGR

VTHR

11.43%

CGMU

N/A

5Y EPS CAGR

VTHR

23.34%

CGMU

N/A

P/S Ratio

VTHR

3.20

CGMU

N/A

P/B Ratio

VTHR

4.92

CGMU

N/A

VTHR vs CGMU - Historical Returns

Returns include dividend reinvestment.

Period	VTHR	CGMU
1 month	+7.66%	-0.07%
3 months	+8.51%	-1.01%
6 months	+10.99%	+1.29%
1 year	+27.13%	+6.26%
5 years(CAGR)	+12.96%	N/A
10 years(CAGR)	+15.10%	N/A
Max(CAGR)	+14.36%	+5.64%

Winner

VTHR

+7.66%

CGMU

-0.07%

Winner

VTHR

+8.51%

CGMU

-1.01%

Winner

VTHR

+10.99%

CGMU

+1.29%

Winner

VTHR

+27.13%

CGMU

+6.26%

5Y(CAGR)

VTHR

+12.96%

CGMU

N/A

10Y(CAGR)

VTHR

+15.10%

CGMU

N/A

Max(CAGR)

Winner

VTHR

+14.36%

CGMU

+5.64%

VTHR vs CGMU - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VTHR	CGMU
2026	+8.67%	+0.75%
2025	+17.24%	+5.11%
2024	+24.36%	+2.75%
2023	+26.49%	+6.64%
2022	-19.65%	+4.53%
2021	+27.37%	N/A
2020	+19.94%	N/A
2019	+30.68%	N/A
2018	-6.19%	N/A
2017	+20.70%	N/A
2016	+14.56%	N/A
2015	+1.19%	N/A
2014	+13.97%	N/A
2013	+30.16%	N/A
2012	+14.00%	N/A
2011	-0.15%	N/A
2010	+12.80%	N/A

VTHR vs CGMU Drawdown Comparison

The maximum drawdown for VTHR was -34.61%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

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

The current CGMU drawdown is -1.45%.

Rank	VTHR	CGMU
#1	-34.61% Feb 19, 2020 - Aug 12, 2020	-4.11% Apr 12, 2023 - Nov 28, 2023
#2	-25.07% Dec 27, 2021 - Dec 14, 2023	-3.61% Feb 28, 2025 - Sep 3, 2025
#3	-20.32% Apr 29, 2011 - Feb 16, 2012	-2.60% Feb 2, 2023 - Apr 6, 2023
#4	-20.21% Sep 20, 2018 - Apr 23, 2019	-2.55% Feb 27, 2026 - Mar 26, 2026
#5	-19.36% Feb 19, 2025 - Jun 27, 2025	-2.46% Oct 1, 2024 - Dec 4, 2024
#6	-15.09% Jun 23, 2015 - Jun 8, 2016	-1.92% Dec 6, 2024 - Feb 25, 2025
#7	-10.16% Apr 2, 2012 - Sep 6, 2012	-1.22% May 15, 2024 - Jun 12, 2024
#8	-9.87% Jan 26, 2018 - Jul 25, 2018	-1.21% Mar 8, 2024 - May 15, 2024
#9	-9.57% Sep 2, 2020 - Nov 9, 2020	-1.06% Dec 15, 2022 - Jan 9, 2023
#10	-8.91% Jan 27, 2026 - Apr 14, 2026	-0.97% Dec 27, 2023 - Jan 31, 2024
#11	-8.62% Jul 16, 2024 - Sep 19, 2024	-0.96% Feb 1, 2024 - Mar 8, 2024
#12	-7.54% Sep 14, 2012 - Jan 2, 2013	-0.66% Sep 17, 2025 - Oct 13, 2025
#13	-7.32% Sep 17, 2014 - Oct 31, 2014	-0.62% Aug 2, 2024 - Aug 23, 2024
#14	-6.92% May 3, 2019 - Jun 20, 2019	-0.61% Jun 14, 2024 - Jul 5, 2024
#15	-6.22% Jul 26, 2019 - Oct 28, 2019	-0.40% Nov 11, 2025 - Dec 22, 2025

Correlation

Correlation between VTHR and CGMU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2010 - 2026)

VTHR vs CGMU dividend yield comparison.

Year	VTHR	CGMU
2026	0.26%	1.12%
2025	1.08%	3.32%
2024	1.19%	3.21%
2023	1.47%	3.08%
2022	1.52%	0.49%
2021	1.16%	0.00%
2020	1.37%	0.00%
2019	1.65%	0.00%
2018	1.89%	0.00%
2017	1.63%	0.00%
2016	1.82%	0.00%
2015	1.84%	0.00%
2014	1.66%	0.00%
2013	1.57%	0.00%
2012	1.80%	0.00%
2011	1.51%	0.00%
2010	0.47%	0.00%