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CGMM vs BUSA

Capital Group U.S. Small and Mid Cap ETF vs Brandes U.S. Value ETF

CGMM

Capital Group U.S. Small and Mid Cap ETF

Annual cost

0.51%

Fund size

$2.8B

BUSA

Brandes U.S. Value ETF

Annual cost

0.60%

Fund size

$293M

Key differences

Both CGMM and BUSA are equity ETFs. CGMM charges 0.51% a year and BUSA 0.60%. The main difference: CGMM follows a index tracking strategy; BUSA uses active selection.

  • CGMM follows a index tracking strategy; BUSA uses active selection.
  • CGMM costs 0.09% less per year.
  • CGMM is much larger than BUSA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGMMBUSA
Annual cost (TER)0.51%0.60%
Fund size (AUM)$2.8B$293M
Since20252023
Dividend yield0.36%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+21.7%+24.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.92%11.88%
Max drawdown-21.04%-14.19%

Similar to CGMM and BUSA