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ANEW vs CGUS

ProShares MSCI Transformational Changes ETF vs Capital Group Core Equity ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both ANEW and CGUS are equity ETFs. ANEW charges 0.45% a year and CGUS 0.33%. The main difference: ANEW follows a index tracking strategy; CGUS uses active selection.

  • ANEW follows a index tracking strategy; CGUS uses active selection.
  • CGUS costs 0.12% less per year.
  • CGUS is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGUS has delivered higher annualized returns.

Side-by-side comparison

ANEWCGUS
Annual cost (TER)0.45%0.33%
Fund size (AUM)$8M$10.8B
Since20202022
Dividend yield0.61%0.87%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+2.8%+22.4%
CAGR 3Y+13.8%+22.3%
CAGR 5Y+3.5%N/A
Sharpe 3Y0.681.22
Volatility 1Y13.47%12.64%
Max drawdown-39.87%-22.15%

Similar to ANEW and CGUS