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DFAX vs CGUS

Dimensional World ex U.S. Core Equity 2 ETF vs Capital Group Core Equity ETF

DFAX

Dimensional World ex U.S. Core Equity 2 ETF

Annual cost

0.28%

Fund size

$12.1B

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both DFAX and CGUS are equity ETFs. DFAX charges 0.28% a year and CGUS 0.33%. The main difference: DFAX covers global markets excluding the US; CGUS covers North America.

  • DFAX covers global markets excluding the US; CGUS covers North America.
  • Over the last three years, CGUS has delivered higher annualized returns.
  • DFAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFAXCGUS
Annual cost (TER)0.28%0.33%
Fund size (AUM)$12.1B$10.8B
Since20082022
Dividend yield2.21%0.87%
Asset classequityequity
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1Y+27.6%+20.2%
CAGR 3Y+19.4%+21.1%
CAGR 5YN/AN/A
Sharpe 3Y1.031.15
Volatility 1Y15.41%12.76%
Max drawdown-28.15%-22.15%

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

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