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CGMM vs IMCG

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

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

IMCG

iShares Morningstar Mid-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$3.5B

Key differences

  • IMCG costs 0.45% less per year.
  • IMCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMIMCG
Annual cost (TER)0.51%0.06%
Fund size (AUM)$2.5B$3.5B
Since20252004
Dividend yield0.37%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+20.2%
CAGR 3YN/A+18.4%
CAGR 5YN/A+8.3%
Sharpe 3YN/A0.86
Volatility 1Y15.95%15.45%
Max drawdown-21.04%-35.08%

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

Similar to CGMM and IMCG