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IBUY vs CGUS

Amplify Online Retail ETF vs Capital Group Core Equity ETF

IBUY

Amplify Online Retail ETF

Annual cost

0.65%

Fund size

$118M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both IBUY and CGUS are equity ETFs. IBUY charges 0.65% a year and CGUS 0.33%. The main difference: IBUY follows a index tracking strategy; CGUS uses active selection.

  • IBUY follows a index tracking strategy; CGUS uses active selection.
  • IBUY covers global markets; CGUS covers North America.
  • CGUS costs 0.32% less per year.
  • CGUS is much larger than IBUY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGUS has delivered higher annualized returns.
  • IBUY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IBUYCGUS
Annual cost (TER)0.65%0.33%
Fund size (AUM)$118M$10.8B
Since20162022
Dividend yield0.12%0.87%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y-4.4%+23.1%
CAGR 3Y+16.6%+22.2%
CAGR 5Y-11.6%N/A
Sharpe 3Y0.601.22
Volatility 1Y21.60%12.64%
Max drawdown-73.00%-22.15%

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

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