Screener
SMIZ vs CGMM
Zacks Small/Mid Cap ETF vs Capital Group U.S. Small and Mid Cap ETF
Key differences
- CGMM is significantly larger than SMIZ — larger funds tend to be more liquid and less likely to close.
- SMIZ follows a active selection strategy; CGMM uses index tracking.
Side-by-side comparison
| SMIZ | CGMM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.51% |
| Fund size (AUM) | $258M | $2.8B |
| Since | 2023 | 2025 |
| Dividend yield | 0.54% | 0.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +21.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 17.00% | 15.92% |
| Max drawdown | -25.04% | -21.04% |
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