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BSMC vs CGMM
Brandes U.S. Small-Mid Cap Value ETF vs Capital Group U.S. Small and Mid Cap ETF
Key differences
Both BSMC and CGMM are equity ETFs. BSMC charges 0.71% a year and CGMM 0.51%. The main difference: BSMC follows a active selection strategy; CGMM uses index tracking.
- BSMC follows a active selection strategy; CGMM uses index tracking.
- CGMM costs 0.20% less per year.
- CGMM is much larger than BSMC. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BSMC | CGMM | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.51% |
| Fund size (AUM) | $159M | $2.8B |
| Since | 2023 | 2025 |
| Dividend yield | 0.95% | 0.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.6% | +21.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 14.53% | 15.92% |
| Max drawdown | -19.14% | -21.04% |
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