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JPEF vs CGUS
JPMorgan Equity Focus ETF vs Capital Group Core Equity ETF
Key differences
Both JPEF and CGUS are equity ETFs. JPEF charges 0.44% a year and CGUS 0.33%. The main difference: CGUS costs 0.11% less per year.
- CGUS costs 0.11% less per year.
- CGUS is much larger than JPEF. Larger funds are usually more liquid and less likely to close.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPEF | CGUS | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.33% |
| Fund size (AUM) | $2.0B | $10.8B |
| Since | 2011 | 2022 |
| Dividend yield | 0.65% | 0.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.0% | +22.4% |
| CAGR 3Y | N/A | +22.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | 11.62% | 12.64% |
| Max drawdown | -18.09% | -22.15% |
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