Screener
CGMM vs OVS
Capital Group U.S. Small and Mid Cap ETF vs Overlay Shares Small Cap Equity ETF
Key differences
- CGMM costs 0.32% less per year.
- CGMM is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- CGMM is classified as equity, while OVS is alternative — different risk/return profiles.
- CGMM follows a index tracking strategy; OVS uses option income.
- OVS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGMM | OVS | |
|---|---|---|
| Annual cost (TER) | 0.51% | 0.83% |
| Fund size (AUM) | $2.5B | $20M |
| Since | 2025 | 2019 |
| Dividend yield | 0.37% | 5.97% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +25.1% | +38.2% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +6.3% |
| Sharpe 3Y | N/A | 0.66 |
| Volatility 1Y | 15.95% | 19.45% |
| Max drawdown | -21.04% | -45.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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