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CGGR vs CSMD

Capital Group Growth ETF vs Congress SMID Growth ETF

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

CSMD

Congress SMID Growth ETF

Annual cost

0.68%

Fund size

$456M

Key differences

Both CGGR and CSMD are equity ETFs. CGGR charges 0.39% a year and CSMD 0.68%. The main difference: CGGR covers global markets; CSMD covers North America.

  • CGGR covers global markets; CSMD covers North America.
  • CGGR costs 0.29% less per year.
  • CGGR is much larger than CSMD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGGRCSMD
Annual cost (TER)0.39%0.68%
Fund size (AUM)$24.6B$456M
Since20222023
Dividend yield0.09%0.00%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+14.4%+9.2%
CAGR 3Y+23.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.00N/A
Volatility 1Y16.93%19.51%
Max drawdown-28.90%-22.54%

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

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