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CGMM vs EPMV

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

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

Key differences

  • CGMM costs 0.37% less per year.
  • CGMM is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CGMMEPMV
Annual cost (TER)0.51%0.88%
Fund size (AUM)$2.5B$4M
Since20252025
Dividend yield0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+27.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.95%15.28%
Max drawdown-21.04%-8.78%

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

Similar to CGMM and EPMV