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CGUS vs BKLC

Capital Group Core Equity ETF vs BNY Mellon US Large Cap Core Equity ETF

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

BKLC

BNY Mellon US Large Cap Core Equity ETF

BNY Mellon

Annual cost

0.00%

Fund size

$5.3B

Key differences

  • BKLC costs 0.33% less per year.
  • CGUS follows a active selection strategy; BKLC uses index tracking.
  • Over the last 3 years, BKLC has delivered higher annualized returns.

Side-by-side comparison

CGUSBKLC
Annual cost (TER)0.33%0.00%
Fund size (AUM)$10.3B$5.3B
Since20222020
Dividend yield0.90%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.8%+29.3%
CAGR 3Y+23.0%+24.1%
CAGR 5YN/A+14.4%
Sharpe 3Y1.271.28
Volatility 1Y12.50%12.26%
Max drawdown-22.15%-26.14%

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

Similar to CGUS and BKLC