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CGMM vs IMCB

Capital Group U.S. Small and Mid Cap ETF vs iShares Morningstar Mid-Cap ETF

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

IMCB

iShares Morningstar Mid-Cap ETF

iShares

Annual cost

0.04%

Fund size

$1.6B

Key differences

  • IMCB costs 0.47% less per year.
  • IMCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMIMCB
Annual cost (TER)0.51%0.04%
Fund size (AUM)$2.5B$1.6B
Since20252004
Dividend yield0.37%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+22.1%
CAGR 3YN/A+17.6%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.91
Volatility 1Y15.95%12.83%
Max drawdown-21.04%-40.99%

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

Similar to CGMM and IMCB