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ETF comparison

CGMU vs SHY

US Municipal Bond vs US Treasury (Short).

Capital Group Municipal Income ETF · iShares 1-3 Year Treasury Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of CGMU and SHY would leave roughly 0.0% of each dollar exposed to the same underlying securities.

CGMU unmatched 100.5% Shared 0.0% SHY unmatched 99.0%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In CGMU only
2,335 positions
Shared
0 positions
In SHY only
89 positions

Side by side

CGMU

Capital Group Municipal Income ETF

Capital Group · US Municipal Bond

86 composite / 100
Expense ratio
0.27%
Net assets
$6.76B
TTM yield
3.47%
Top-10 conc.
5.1%
SHY

iShares 1-3 Year Treasury Bond ETF

iShares · US Treasury (Short)

83 composite / 100
Expense ratio
0.15%
Net assets
$26.28B
TTM yield
3.62%
Top-10 conc.
16.0%

Sub-score comparison

73
Cost
85
93
Tax efficiency
58
93
Liquidity
100
100
Concentration
N/A
—
Tracking quality
—
CGMU sub-score SHY

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SHY is 12 bps cheaper than CGMU. On a $100,000 position that's about $120/yr more in fees for CGMU.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with CGMU vs SHY.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in CGMU

2,335 total
  • Commonwealth of Puerto Rico 0.82%
  • Puerto Rico Sales Tax Financing Corp Sales Tax Revenue 0.69%
  • Black Belt Energy Gas District 0.53%
  • City of New York NY 0.51%
  • New York City Municipal Water Finance Authority 0.47%
  • California Community Choice Financing Authority 0.45%
  • County of Montgomery MD 0.44%
  • New York City Municipal Water Finance Authority 0.44%
  • Maryland Health & Higher Educational Facilities Authority 0.40%
  • Black Belt Energy Gas District 0.38%

Only in SHY

89 total
  • United States of America 1.96%
  • United States of America 1.84%
  • United States of America 1.71%
  • United States of America 1.60%
  • United States of America 1.60%
  • United States of America 1.52%
  • United States of America 1.48%
  • United States of America 1.45%
  • United States of America 1.43%
  • United States of America 1.40%

Related comparisons

More comparisons with CGMU

More comparisons with SHY

Percentages are holdings overlap with the named fund.

Open CGMU or SHY at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.