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SHUS vs CGMM

Stratified LargeCap Hedged ETF vs Capital Group U.S. Small and Mid Cap ETF

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

Key differences

  • CGMM costs 0.28% less per year.
  • CGMM is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • SHUS is classified as alternative, while CGMM is equity — different risk/return profiles.
  • SHUS follows a option income strategy; CGMM uses index tracking.

Side-by-side comparison

SHUSCGMM
Annual cost (TER)0.79%0.51%
Fund size (AUM)$24M$2.5B
Since20212025
Dividend yield1.29%0.37%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+18.8%+26.2%
CAGR 3Y+10.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.60N/A
Volatility 1Y10.16%15.95%
Max drawdown-14.09%-21.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SHUS and CGMM