Screener
MBCC vs CGUS
Monarch Blue Chips Core ETF vs Capital Group Core Equity ETF
Key differences
- CGUS costs 0.81% less per year.
- CGUS is significantly larger than MBCC — larger funds tend to be more liquid and less likely to close.
- MBCC follows a index tracking strategy; CGUS uses active selection.
- Over the last 3 years, CGUS has delivered higher annualized returns.
Side-by-side comparison
| MBCC | CGUS | |
|---|---|---|
| Annual cost (TER) | 1.14% | 0.33% |
| Fund size (AUM) | $170M | $10.3B |
| Since | 2021 | 2022 |
| Dividend yield | 0.35% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.8% | +27.8% |
| CAGR 3Y | +15.5% | +23.0% |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.82 | 1.27 |
| Volatility 1Y | 12.14% | 12.50% |
| Max drawdown | -30.62% | -22.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MBCC and CGUS
Explore further