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USMD vs CGUS

CoreValues America First Technology ETF vs Capital Group Core Equity ETF

USMD

CoreValues America First Technology ETF

CoreValues

Annual cost

0.87%

Fund size

$0.3M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS costs 0.54% less per year.
  • CGUS is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

USMDCGUS
Annual cost (TER)0.87%0.33%
Fund size (AUM)$0.3M$10.3B
Since20262022
Dividend yield0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+27.8%
CAGR 3YN/A+23.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.27
Volatility 1Y12.50%
Max drawdown-9.51%-22.15%

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

Similar to USMD and CGUS