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CGMM vs IJR

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

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 0.45% less per year.
  • IJR is significantly larger than CGMM — larger funds tend to be more liquid and less likely to close.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMIJR
Annual cost (TER)0.51%0.06%
Fund size (AUM)$2.5B$102.6B
Since20252000
Dividend yield0.37%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+33.1%
CAGR 3YN/A+15.4%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.63
Volatility 1Y15.95%17.65%
Max drawdown-21.04%-44.36%

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

Similar to CGMM and IJR