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CGMM vs MDY

Capital Group U.S. Small and Mid Cap ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

Key differences

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

Side-by-side comparison

CGMMMDY
Annual cost (TER)0.51%0.23%
Fund size (AUM)$2.5B$26.0B
Since20251995
Dividend yield0.37%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+24.3%
CAGR 3YN/A+15.7%
CAGR 5YN/A+7.5%
Sharpe 3YN/A0.70
Volatility 1Y15.95%15.61%
Max drawdown-21.04%-42.22%

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

Similar to CGMM and MDY