Screener
BKMC vs CGUS
BNY Mellon US Mid Cap Core Equity ETF vs Capital Group Core Equity ETF
Key differences
Both BKMC and CGUS are equity ETFs. BKMC charges 0.04% a year and CGUS 0.33%. The main difference: BKMC follows a index tracking strategy; CGUS uses active selection.
- BKMC follows a index tracking strategy; CGUS uses active selection.
- BKMC costs 0.29% less per year.
- CGUS is much larger than BKMC. 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
| BKMC | CGUS | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.33% |
| Fund size (AUM) | $652M | $10.8B |
| Since | 2020 | 2022 |
| Dividend yield | 1.38% | 0.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.0% | +22.6% |
| CAGR 3Y | +15.9% | +22.1% |
| CAGR 5Y | +8.0% | N/A |
| Sharpe 3Y | 0.73 | 1.20 |
| Volatility 1Y | 15.51% | 12.90% |
| Max drawdown | -25.02% | -22.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.