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CGMM vs SPMD

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

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

Key differences

  • SPMD costs 0.48% less per year.
  • SPMD is significantly larger than CGMM — larger funds tend to be more liquid and less likely to close.
  • SPMD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMSPMD
Annual cost (TER)0.51%0.03%
Fund size (AUM)$2.5B$17.0B
Since20252005
Dividend yield0.37%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+26.8%
CAGR 3YN/A+16.3%
CAGR 5YN/A+8.4%
Sharpe 3YN/A0.73
Volatility 1Y15.95%15.76%
Max drawdown-21.04%-41.86%

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

Similar to CGMM and SPMD