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NATO vs CGUS
Themes Transatlantic Defense ETF vs Capital Group Core Equity ETF
Key differences
- CGUS is significantly larger than NATO — larger funds tend to be more liquid and less likely to close.
- NATO follows a index tracking strategy; CGUS uses active selection.
Side-by-side comparison
| NATO | CGUS | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.33% |
| Fund size (AUM) | $99M | $10.3B |
| Since | 2024 | 2022 |
| Dividend yield | 0.45% | 0.90% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.3% | +29.2% |
| CAGR 3Y | N/A | +22.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.26 |
| Volatility 1Y | 20.70% | 12.48% |
| Max drawdown | -15.99% | -22.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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