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CGMM vs BKLC

Capital Group U.S. Small and Mid Cap ETF vs BNY Mellon US Large Cap Core Equity ETF

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

BKLC

BNY Mellon US Large Cap Core Equity ETF

BNY Mellon

Annual cost

0.00%

Fund size

$5.3B

Key differences

  • BKLC costs 0.51% less per year.
  • BKLC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMBKLC
Annual cost (TER)0.51%0.00%
Fund size (AUM)$2.5B$5.3B
Since20252020
Dividend yield0.37%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+29.3%
CAGR 3YN/A+24.1%
CAGR 5YN/A+14.4%
Sharpe 3YN/A1.28
Volatility 1Y15.95%12.26%
Max drawdown-21.04%-26.14%

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

Similar to CGMM and BKLC