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DUSG vs CGUS

U.S. Small Cap Growth Portfolio: ETF Class Shares vs Capital Group Core Equity ETF

DUSG

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

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS is significantly larger than DUSG — larger funds tend to be more liquid and less likely to close.
  • DUSG follows a index tracking strategy; CGUS uses active selection.
  • DUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGCGUS
Annual cost (TER)0.32%0.33%
Fund size (AUM)$1.9B$10.3B
Since20122022
Dividend yield0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+27.8%
CAGR 3YN/A+23.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.27
Volatility 1Y12.50%
Max drawdown-4.19%-22.15%

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

Similar to DUSG and CGUS