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APUE vs CGUS

ActivePassive U.S. Equity ETF vs Capital Group Core Equity ETF

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS is significantly larger than APUE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

APUECGUS
Annual cost (TER)0.31%0.33%
Fund size (AUM)$2.4B$10.3B
Since20232022
Dividend yield0.79%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+30.2%+27.8%
CAGR 3Y+22.9%+23.0%
CAGR 5YN/AN/A
Sharpe 3Y1.241.27
Volatility 1Y12.36%12.50%
Max drawdown-18.83%-22.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to APUE and CGUS