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CGMM vs CGCB

Capital Group U.S. Small and Mid Cap ETF vs Capital Group Core Bond ETF

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

CGCB

Capital Group Core Bond ETF

Capital Group

Annual cost

0.27%

Fund size

$4.8B

Key differences

  • CGCB costs 0.24% less per year.
  • CGMM is classified as equity, while CGCB is fixed income — different risk/return profiles.
  • CGMM follows a index tracking strategy; CGCB uses active selection.

Side-by-side comparison

CGMMCGCB
Annual cost (TER)0.51%0.27%
Fund size (AUM)$2.5B$4.8B
Since20252023
Dividend yield0.37%4.23%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+25.1%+5.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.95%3.99%
Max drawdown-21.04%-5.16%

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

Similar to CGMM and CGCB