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LCDS vs CGUS

JPMorgan Fundamental Data Science Large Core ETF vs Capital Group Core Equity ETF

LCDS

JPMorgan Fundamental Data Science Large Core ETF

Annual cost

0.30%

Fund size

$16M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both LCDS and CGUS are equity ETFs. LCDS charges 0.30% a year and CGUS 0.33%. The main difference: LCDS follows a index tracking strategy; CGUS uses active selection.

  • LCDS follows a index tracking strategy; CGUS uses active selection.
  • CGUS is much larger than LCDS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCDSCGUS
Annual cost (TER)0.30%0.33%
Fund size (AUM)$16M$10.8B
Since20242022
Dividend yield0.88%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+24.8%+22.4%
CAGR 3YN/A+22.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.22
Volatility 1Y11.93%12.64%
Max drawdown-17.83%-22.15%

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

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