CGHM vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricCGHMVXUSWinner
Expense Ratio0.34%0.05%
AUM$3.3B$156.5B
Dividend Yield3.54%2.60%
Holdings3,2778,747
YTD Return+2.36%+14.57%
1Y Return+7.98%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)4.5%15.1%
Max Drawdown-5.9%-39.9%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryTax PreferredEquity
InceptionJun 25, 2024Jan 26, 2011

CGHM vs VXUS Performance

Capital Group Municipal High-Income ETF (CGHM) is a ETF from Capital Group (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CGHM returned +7.98% while VXUS returned +27.82%. Year to date, CGHM is up 2.36% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.5% for CGHM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -5.9% for CGHM and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CGHM charges 0.34% per year while VXUS charges 0.05%. On a $10,000 position that is $34 vs $5 annually, a gap of $29 per year that compounds over a long holding period. On income, CGHM currently yields 3.54% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

CGHM and VXUS share 0 holdings out of 8423 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, CGHM or VXUS?

CGHM has an expense ratio of 0.34% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

Which performed better, CGHM or VXUS?

Over the past year CGHM returned +7.98% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), CGHM annualized +4.56% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, CGHM or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.5% for CGHM. Worst drawdown: CGHM -5.9% vs VXUS -39.9%.

Should I hold both CGHM and VXUS?

CGHM and VXUS have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGHM and VXUS?

CGHM and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8423 unique securities.

Which pays a higher dividend, CGHM or VXUS?

CGHM yields 3.54% while VXUS yields 2.60%, so CGHM currently pays the higher dividend yield.

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