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FFDI vs CGUS

Fidelity Fundamental Developed vs Capital Group Core Equity ETF

FFDI

Fidelity Fundamental Developed

Annual cost

0.55%

Fund size

$23M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both FFDI and CGUS are equity ETFs. FFDI charges 0.55% a year and CGUS 0.33%. The main difference: FFDI covers global markets excluding the US; CGUS covers North America.

  • FFDI covers global markets excluding the US; CGUS covers North America.
  • CGUS costs 0.22% less per year.
  • CGUS is much larger than FFDI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FFDICGUS
Annual cost (TER)0.55%0.33%
Fund size (AUM)$23M$10.8B
Since20242022
Dividend yield2.07%0.87%
Asset classequityequity
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.7%+20.2%
CAGR 3YN/A+21.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.15
Volatility 1Y17.31%12.76%
Max drawdown-14.39%-22.15%

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

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