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CGMM vs IJH

Capital Group U.S. Small and Mid Cap ETF vs iShares Core S&P Mid-Cap ETF

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 0.46% less per year.
  • IJH is significantly larger than CGMM — larger funds tend to be more liquid and less likely to close.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMIJH
Annual cost (TER)0.51%0.05%
Fund size (AUM)$2.5B$115.7B
Since20252000
Dividend yield0.37%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+24.7%
CAGR 3YN/A+16.0%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.72
Volatility 1Y15.95%15.66%
Max drawdown-21.04%-42.18%

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

Similar to CGMM and IJH