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CGUS vs BKSE

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

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

BKSE

BNY Mellon US Small Cap Core Equity ETF

BNY Mellon

Annual cost

0.04%

Fund size

$81M

Key differences

  • BKSE costs 0.29% less per year.
  • CGUS is significantly larger than BKSE — larger funds tend to be more liquid and less likely to close.
  • CGUS follows a active selection strategy; BKSE uses index tracking.
  • Over the last 3 years, CGUS has delivered higher annualized returns.

Side-by-side comparison

CGUSBKSE
Annual cost (TER)0.33%0.04%
Fund size (AUM)$10.3B$81M
Since20222020
Dividend yield0.90%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.8%+34.8%
CAGR 3Y+23.0%+18.1%
CAGR 5YN/A+7.0%
Sharpe 3Y1.270.75
Volatility 1Y12.50%17.76%
Max drawdown-22.15%-29.08%

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

Similar to CGUS and BKSE