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EZRO vs CGUS

Alphadroid Defensive Sector Rotation ETF vs Capital Group Core Equity ETF

EZRO

Alphadroid Defensive Sector Rotation ETF

Annual cost

1.01%

Fund size

$35M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both EZRO and CGUS are equity ETFs. EZRO charges 1.01% a year and CGUS 0.33%. The main difference: EZRO follows a index tracking strategy; CGUS uses active selection.

  • EZRO follows a index tracking strategy; CGUS uses active selection.
  • CGUS costs 0.68% less per year.
  • CGUS is much larger than EZRO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EZROCGUS
Annual cost (TER)1.01%0.33%
Fund size (AUM)$35M$10.8B
Since20252022
Dividend yield0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+22.6%
CAGR 3YN/A+22.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.20
Volatility 1Y12.90%
Max drawdown-12.08%-22.15%

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

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