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CGMM vs OASC

Capital Group U.S. Small and Mid Cap ETF vs OneAscent Enhanced Small and Mid Cap ETF

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

OASC

OneAscent Enhanced Small and Mid Cap ETF

OneAscent Investment ETF

Annual cost

0.69%

Fund size

$78M

Key differences

  • CGMM costs 0.18% less per year.
  • CGMM is significantly larger than OASC — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CGMMOASC
Annual cost (TER)0.51%0.69%
Fund size (AUM)$2.5B$78M
Since20252024
Dividend yield0.37%0.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.2%+39.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.95%18.21%
Max drawdown-21.04%-26.99%

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

Similar to CGMM and OASC