Skip to content
Beacon
Screener

CGMM vs FYC

Capital Group U.S. Small and Mid Cap ETF vs First Trust Small Cap Growth AlphaDEX Fund

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

  • CGMM costs 0.19% less per year.
  • FYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMFYC
Annual cost (TER)0.51%0.70%
Fund size (AUM)$2.5B$1.0B
Since20252011
Dividend yield0.37%0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+56.7%
CAGR 3YN/A+27.1%
CAGR 5YN/A+11.2%
Sharpe 3YN/A1.04
Volatility 1Y15.95%21.07%
Max drawdown-21.04%-47.85%

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

Similar to CGMM and FYC