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CGUS vs YYY

Capital Group Core Equity ETF vs Amplify CEF High Income ETF

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

YYY

Amplify CEF High Income ETF

Annual cost

3.23%

Fund size

$734M

Key differences

Both CGUS and YYY are equity ETFs. CGUS charges 0.33% a year and YYY 3.23%. The main difference: CGUS follows a active selection strategy; YYY uses index tracking.

  • CGUS follows a active selection strategy; YYY uses index tracking.
  • CGUS costs 2.90% less per year.
  • CGUS is much larger than YYY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGUS has delivered higher annualized returns.
  • YYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGUSYYY
Annual cost (TER)0.33%3.23%
Fund size (AUM)$10.8B$734M
Since20222012
Dividend yield0.87%12.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.1%+10.5%
CAGR 3Y+22.2%+12.4%
CAGR 5YN/A+2.9%
Sharpe 3Y1.220.83
Volatility 1Y12.64%8.67%
Max drawdown-22.15%-42.52%

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

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