Screener
ISCB vs CGMM
iShares Morningstar Small-Cap ETF vs Capital Group U.S. Small and Mid Cap ETF
Key differences
- ISCB costs 0.47% less per year.
- CGMM is significantly larger than ISCB — larger funds tend to be more liquid and less likely to close.
- ISCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISCB | CGMM | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.51% |
| Fund size (AUM) | $269M | $2.5B |
| Since | 2004 | 2025 |
| Dividend yield | 1.29% | 0.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.8% | +25.1% |
| CAGR 3Y | +17.1% | N/A |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.72 | N/A |
| Volatility 1Y | 16.63% | 15.95% |
| Max drawdown | -44.18% | -21.04% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ISCB and CGMM
Explore further