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CGUS vs STOX

Capital Group Core Equity ETF vs Horizon Core Equity ETF

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.3B

STOX

Horizon Core Equity ETF

Annual cost

0.70%

Fund size

$132M

Key differences

  • CGUS costs 0.37% less per year.
  • CGUS is significantly larger than STOX — larger funds tend to be more liquid and less likely to close.
  • CGUS is classified as equity, while STOX is alternative — different risk/return profiles.
  • CGUS follows a active selection strategy; STOX uses option income.

Side-by-side comparison

CGUSSTOX
Annual cost (TER)0.33%0.70%
Fund size (AUM)$10.3B$132M
Since20222025
Dividend yield0.90%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+27.8%N/A
CAGR 3Y+23.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.30N/A
Volatility 1Y12.31%
Max drawdown-22.15%-9.33%

Similar to CGUS and STOX