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CGUS vs FESM

Capital Group Core Equity ETF vs Fidelity Enhanced Small Cap Core ETF

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

Key differences

  • CGUS follows a active selection strategy; FESM uses index enhanced.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGUSFESM
Annual cost (TER)0.33%0.28%
Fund size (AUM)$10.3B$5.0B
Since20222007
Dividend yield0.90%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+27.8%+52.9%
CAGR 3Y+23.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.27N/A
Volatility 1Y12.50%19.05%
Max drawdown-22.15%-26.93%

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

Similar to CGUS and FESM