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STOX vs CGUS

Horizon Core Equity ETF vs Capital Group Core Equity ETF

STOX

Horizon Core Equity ETF

Annual cost

0.70%

Fund size

$132M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS costs 0.37% less per year.
  • CGUS is significantly larger than STOX — larger funds tend to be more liquid and less likely to close.
  • STOX is classified as alternative, while CGUS is equity — different risk/return profiles.
  • STOX follows a option income strategy; CGUS uses active selection.

Side-by-side comparison

STOXCGUS
Annual cost (TER)0.70%0.33%
Fund size (AUM)$132M$10.3B
Since20252022
Dividend yield0.90%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+27.8%
CAGR 3YN/A+23.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.30
Volatility 1Y12.31%
Max drawdown-9.33%-22.15%

Similar to STOX and CGUS