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USMD vs CGCB

CoreValues America First Technology ETF vs Capital Group Core Bond ETF

USMD

CoreValues America First Technology ETF

CoreValues

Annual cost

0.87%

Fund size

$0.3M

CGCB

Capital Group Core Bond ETF

Capital Group

Annual cost

0.27%

Fund size

$4.8B

Key differences

  • CGCB costs 0.60% less per year.
  • CGCB is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.
  • USMD is classified as equity, while CGCB is fixed income — different risk/return profiles.

Side-by-side comparison

USMDCGCB
Annual cost (TER)0.87%0.27%
Fund size (AUM)$0.3M$4.8B
Since20262023
Dividend yield4.23%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.99%
Max drawdown-9.51%-5.16%

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

Similar to USMD and CGCB