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CGUS vs IYY

Capital Group Core Equity ETF vs iShares Dow Jones U.S. ETF

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.3B

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$2.9B

Key differences

  • IYY costs 0.13% less per year.
  • CGUS is significantly larger than IYY — larger funds tend to be more liquid and less likely to close.
  • CGUS follows a active selection strategy; IYY uses index tracking.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGUSIYY
Annual cost (TER)0.33%0.20%
Fund size (AUM)$10.3B$2.9B
Since20222000
Dividend yield0.90%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.2%+30.4%
CAGR 3Y+22.9%+22.8%
CAGR 5YN/A+13.4%
Sharpe 3Y1.261.21
Volatility 1Y12.48%12.15%
Max drawdown-22.15%-34.90%

Similar to CGUS and IYY