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DUSG vs CGMM

U.S. Small Cap Growth Portfolio: ETF Class Shares vs Capital Group U.S. Small and Mid Cap ETF

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

Key differences

  • DUSG costs 0.19% less per year.
  • DUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGCGMM
Annual cost (TER)0.32%0.51%
Fund size (AUM)$1.9B$2.5B
Since20122025
Dividend yield0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+25.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.95%
Max drawdown-4.19%-21.04%

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

Similar to DUSG and CGMM