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ESN vs CGUS

Essential 40 Stock ETF vs Capital Group Core Equity ETF

ESN

Essential 40 Stock ETF

Annual cost

0.70%

Fund size

$249M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS costs 0.37% less per year.
  • CGUS is significantly larger than ESN — larger funds tend to be more liquid and less likely to close.
  • ESN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ESNCGUS
Annual cost (TER)0.70%0.33%
Fund size (AUM)$249M$10.3B
Since20142022
Dividend yield0.82%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+29.5%+29.2%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.26
Volatility 1Y9.80%12.48%
Max drawdown-13.59%-22.15%

Similar to ESN and CGUS