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CGMM vs JPUS
Capital Group U.S. Small and Mid Cap ETF vs JPMorgan Diversified Return U.S. Equity ETF
Key differences
Both CGMM and JPUS are equity ETFs. CGMM charges 0.51% a year and JPUS 0.18%. The main difference: CGMM follows a index tracking strategy; JPUS uses active selection.
- CGMM follows a index tracking strategy; JPUS uses active selection.
- JPUS costs 0.33% less per year.
- CGMM is much larger than JPUS. Larger funds are usually more liquid and less likely to close.
- JPUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGMM | JPUS | |
|---|---|---|
| Annual cost (TER) | 0.51% | 0.18% |
| Fund size (AUM) | $2.8B | $448M |
| Since | 2025 | 2015 |
| Dividend yield | 0.36% | 2.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.7% | +20.9% |
| CAGR 3Y | N/A | +16.9% |
| CAGR 5Y | N/A | +9.6% |
| Sharpe 3Y | N/A | 1.03 |
| Volatility 1Y | 15.92% | 10.41% |
| Max drawdown | -21.04% | -38.69% |
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