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CGMM vs BKSE

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

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

BKSE

BNY Mellon US Small Cap Core Equity ETF

BNY Mellon

Annual cost

0.04%

Fund size

$81M

Key differences

  • BKSE costs 0.47% less per year.
  • CGMM is significantly larger than BKSE — larger funds tend to be more liquid and less likely to close.
  • BKSE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMBKSE
Annual cost (TER)0.51%0.04%
Fund size (AUM)$2.5B$81M
Since20252020
Dividend yield0.37%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+34.8%
CAGR 3YN/A+18.1%
CAGR 5YN/A+7.0%
Sharpe 3YN/A0.75
Volatility 1Y15.95%17.76%
Max drawdown-21.04%-29.08%

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

Similar to CGMM and BKSE