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CGUS vs OEF

Capital Group Core Equity ETF vs iShares S&P 100 ETF

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • OEF costs 0.13% less per year.
  • CGUS follows a active selection strategy; OEF uses index tracking.
  • Over the last 3 years, OEF has delivered higher annualized returns.
  • OEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGUSOEF
Annual cost (TER)0.33%0.20%
Fund size (AUM)$10.3B$19.6B
Since20222000
Dividend yield0.90%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.8%+31.9%
CAGR 3Y+23.0%+25.8%
CAGR 5YN/A+15.9%
Sharpe 3Y1.271.31
Volatility 1Y12.50%12.88%
Max drawdown-22.15%-31.44%

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

Similar to CGUS and OEF