Screener
CGUS vs JPEF
Capital Group Core Equity ETF vs JPMorgan Equity Focus ETF
Key differences
Both CGUS and JPEF are equity ETFs. CGUS charges 0.33% a year and JPEF 0.44%. The main difference: CGUS costs 0.11% less per year.
- CGUS costs 0.11% less per year.
- CGUS is much larger than JPEF. Larger funds are usually more liquid and less likely to close.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGUS | JPEF | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.44% |
| Fund size (AUM) | $10.8B | $2.0B |
| Since | 2022 | 2011 |
| Dividend yield | 0.87% | 0.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.4% | +17.0% |
| CAGR 3Y | +22.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.22 | N/A |
| Volatility 1Y | 12.64% | 11.62% |
| Max drawdown | -22.15% | -18.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.