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CGUS vs MCDS

Capital Group Core Equity ETF vs JPMorgan Fundamental Data Science Mid Core ETF

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

MCDS

JPMorgan Fundamental Data Science Mid Core ETF

Annual cost

0.35%

Fund size

$8M

Key differences

Both CGUS and MCDS are equity ETFs. CGUS charges 0.33% a year and MCDS 0.35%. The main difference: CGUS is much larger than MCDS. Larger funds are usually more liquid and less likely to close.

  • CGUS is much larger than MCDS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGUSMCDS
Annual cost (TER)0.33%0.35%
Fund size (AUM)$10.8B$8M
Since20222024
Dividend yield0.87%1.08%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+22.4%+20.1%
CAGR 3Y+22.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.22N/A
Volatility 1Y12.64%13.34%
Max drawdown-22.15%-20.53%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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