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USMD vs CGGE

CoreValues America First Technology ETF vs Capital Group Global Equity ETF

USMD

CoreValues America First Technology ETF

CoreValues

Annual cost

0.87%

Fund size

$0.3M

CGGE

Capital Group Global Equity ETF

Capital Group

Annual cost

0.47%

Fund size

$2.5B

Key differences

  • CGGE costs 0.40% less per year.
  • CGGE is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.
  • USMD covers north america markets; CGGE covers global.
  • USMD follows a active selection strategy; CGGE uses index tracking.

Side-by-side comparison

USMDCGGE
Annual cost (TER)0.87%0.47%
Fund size (AUM)$0.3M$2.5B
Since20262024
Dividend yield0.39%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+23.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.84%
Max drawdown-9.51%-14.44%

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

Similar to USMD and CGGE