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MCDS vs CGGE

JPMorgan Fundamental Data Science Mid Core ETF vs Capital Group Global Equity ETF

MCDS

JPMorgan Fundamental Data Science Mid Core ETF

Annual cost

0.35%

Fund size

$8M

CGGE

Capital Group Global Equity ETF

Annual cost

0.47%

Fund size

$2.8B

Key differences

Both MCDS and CGGE are equity ETFs. MCDS charges 0.35% a year and CGGE 0.47%. The main difference: MCDS follows a active selection strategy; CGGE uses index tracking.

  • MCDS follows a active selection strategy; CGGE uses index tracking.
  • MCDS covers North America; CGGE covers global markets.
  • MCDS costs 0.12% less per year.
  • CGGE is much larger than MCDS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MCDSCGGE
Annual cost (TER)0.35%0.47%
Fund size (AUM)$8M$2.8B
Since20242024
Dividend yield1.08%0.37%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+20.1%+18.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.34%14.05%
Max drawdown-20.53%-14.44%

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

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