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CGMM vs IWP

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

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

IWP

iShares Russell Mid-Cap Growth ETF

iShares

Annual cost

0.23%

Fund size

$19.6B

Key differences

  • IWP costs 0.28% less per year.
  • IWP is significantly larger than CGMM — larger funds tend to be more liquid and less likely to close.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMIWP
Annual cost (TER)0.51%0.23%
Fund size (AUM)$2.5B$19.6B
Since20252001
Dividend yield0.37%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+7.1%
CAGR 3YN/A+16.3%
CAGR 5YN/A+7.0%
Sharpe 3YN/A0.70
Volatility 1Y15.95%16.54%
Max drawdown-21.04%-38.62%

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

Similar to CGMM and IWP