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BCGD vs CGUS

Baron Global Durable Advantage ETF vs Capital Group Core Equity ETF

BCGD

Baron Global Durable Advantage ETF

Annual cost

0.75%

Fund size

$10M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both BCGD and CGUS are equity ETFs. BCGD charges 0.75% a year and CGUS 0.33%. The main difference: BCGD follows a index tracking strategy; CGUS uses active selection.

  • BCGD follows a index tracking strategy; CGUS uses active selection.
  • BCGD covers global markets; CGUS covers North America.
  • CGUS costs 0.42% less per year.
  • CGUS is much larger than BCGD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCGDCGUS
Annual cost (TER)0.75%0.33%
Fund size (AUM)$10M$10.8B
Since20252022
Dividend yield0.87%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+22.4%
CAGR 3YN/A+22.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.22
Volatility 1Y12.64%
Max drawdown-13.78%-22.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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