Screener
CGMM vs FESM
Capital Group U.S. Small and Mid Cap ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
- FESM costs 0.23% less per year.
- CGMM follows a index tracking strategy; FESM uses index enhanced.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGMM | FESM | |
|---|---|---|
| Annual cost (TER) | 0.51% | 0.28% |
| Fund size (AUM) | $2.5B | $5.0B |
| Since | 2025 | 2007 |
| Dividend yield | 0.37% | 0.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +25.1% | +52.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.95% | 19.05% |
| Max drawdown | -21.04% | -26.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CGMM and FESM
Explore further