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CGMM vs VB

Capital Group U.S. Small and Mid Cap ETF vs Vanguard Small-Cap Index Fund ETF Shares

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

VB

Vanguard Small-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$177.4B

Key differences

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

Side-by-side comparison

CGMMVB
Annual cost (TER)0.51%0.03%
Fund size (AUM)$2.5B$177.4B
Since20252004
Dividend yield0.37%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+29.2%
CAGR 3YN/A+17.5%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.76
Volatility 1Y15.95%16.41%
Max drawdown-21.04%-42.05%

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

Similar to CGMM and VB