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CGMM vs JPSE
Capital Group U.S. Small and Mid Cap ETF vs JPMorgan Diversified Return U.S. Small Cap Equity ETF
Key differences
Both CGMM and JPSE are equity ETFs. CGMM charges 0.51% a year and JPSE 0.29%. The main difference: JPSE costs 0.22% less per year.
- JPSE costs 0.22% less per year.
- CGMM is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- JPSE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGMM | JPSE | |
|---|---|---|
| Annual cost (TER) | 0.51% | 0.29% |
| Fund size (AUM) | $2.8B | $573M |
| Since | 2025 | 2016 |
| Dividend yield | 0.36% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.7% | +31.1% |
| CAGR 3Y | N/A | +16.5% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 15.92% | 16.13% |
| Max drawdown | -21.04% | -43.02% |
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