CGMM vs ARTY
Comparison between CAPITAL GROUP U.S. SMALL AND MID CAP ETF SHARE CLASS (CGMM, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).
CGMM vs ARTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMM
$2B
Winner
ARTY
$2.10B
Expense Ratio
CGMM
0.51%
Winner
ARTY
0.47%
Max Drawdown
Winner
CGMM
21.04%
ARTY
55.76%
Sharpe Ratio
CGMM
1.46
Winner
ARTY
2.49
5Y Beta
Winner
CGMM
1.02
ARTY
1.55
P/E Ratio
Winner
CGMM
29.26
ARTY
62.29
Forward P/E
Winner
CGMM
17.81
ARTY
24.21
PEG Ratio
CGMM
N/A
ARTY
0.27
5Y Dividends CAGR
CGMM
N/A
ARTY
8.09%
5Y EPS CAGR
CGMM
13.34%
ARTY
N/A
Debt to Equity
CGMM
106.88%
Winner
ARTY
83.43%
P/S Ratio
Winner
CGMM
1.52
ARTY
7.22
P/B Ratio
Winner
CGMM
3.15
ARTY
10.52
CGMM vs ARTY - Holdings Comparison
CGMM and ARTY have 4 common holdings. Overlap is 2.10%
CGMM's top 25 holdings weight is 40.15%. ARTY's top 25 holdings weight is 78.97%.
| Rank | CGMM | ARTY |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 2.99% | MARVELL TECHNOLOGY INC (MRVL) - 6.05% |
| #2 | EXELON CORP (EXC) - 2.23% | ADVANCED MICRO DEVICES INC (AMD) - 5.86% |
| #3 | VAIL RESORTS INC (MTN) - 2.21% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 5.33% |
| #4 | LKQ CORP (LKQ) - 2.17% | MICRON TECHNOLOGY INC (MU) - 4.79% |
| #5 | RENAISSANCERE HOLDINGS LTD (RNR) - 2.12% | n/a (n/a) - 4.56% |
| #6 | BROWN & BROWN INC (BRO) - 2.00% | NVIDIA CORP (NVDA) - 4.36% |
| #7 | COMFORT SYSTEMS USA INC (FIX) - 1.87% | BROADCOM INC (AVGO) - 4.34% |
| #8 | YUM BRANDS INC (YUM) - 1.64% | ORACLE CORP (ORCL) - 4.05% |
| #9 | INGRAM MICRO HOLDING CORP (INGM) - 1.64% | NAVER CORP (n/a) - 3.54% |
| #10 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.51% | SK HYNIX INC (n/a) - 3.19% |
| #11 | CIENA CORP (CIEN) - 1.50% | GLOBAL UNICHIP CORP (n/a) - 3.11% |
| #12 | ALIGN TECHNOLOGY INC (ALGN) - 1.41% | SUPER MICRO COMPUTER INC (SMCI) - 2.71% |
| #13 | CAPITAL ONE FINANCIAL CORP (COF) - 1.41% | ALCHIP TECHNOLOGIES LTD (n/a) - 2.67% |
| #14 | IONIS PHARMACEUTICALS INC (IONS) - 1.40% | ARISTA NETWORKS INC (ANET) - 2.55% |
| #15 | SIMON PROPERTY GROUP INC (SPG) - 1.36% | ADVANTEST CORP (n/a) - 2.49% |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 1.33% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.42% |
| #17 | PROCORE TECHNOLOGIES INC (PCOR) - 1.31% | WESTERN DIGITAL CORP (WDC) - 2.38% |
| #18 | WEX INC (WEX) - 1.29% | SCHNEIDER ELECTRIC SE (n/a) - 2.30% |
| #19 | MONSTER BEVERAGE CORP (MNST) - 1.28% | MICROSOFT CORP (MSFT) - 2.18% |
| #20 | FABRINET (FN) - 1.28% | n/a (PLTR) - 1.86% |
| #21 | FIFTH THIRD BANCORP (FITB) - 1.26% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82% |
| #22 | XPO INC (XPO) - 1.25% | CONSTELLATION ENERGY CORP (CEG) - 1.71% |
| #23 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.23% | ACCENTURE PLC CLASS A (ACN) - 1.63% |
| #24 | KEYCORP (KEY) - 1.23% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.56% |
| #25 | BLOOM ENERGY CORP CLASS A (BE) - 1.23% | BLOOM ENERGY CORP CLASS A (BE) - 1.51% |
| Total Holdings | 108 | 73 |
CGMM vs ARTY - Historical Returns
Returns include dividend reinvestment.
1M
CGMM
+2.58%
Winner
ARTY
+34.37%
3M
CGMM
+0.87%
Winner
ARTY
+32.19%
6M
CGMM
+11.99%
Winner
ARTY
+41.93%
1Y
CGMM
+28.25%
Winner
ARTY
+98.78%
5Y(CAGR)
CGMM
N/A
ARTY
+11.22%
Max(CAGR)
Winner
CGMM
+16.15%
ARTY
+15.38%
CGMM vs ARTY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CGMM | ARTY |
|---|---|---|
| 2026 | +7.67% | +37.81% |
| 2025 | +11.46% | +29.45% |
| 2024 | N/A | +10.75% |
| 2023 | N/A | +35.02% |
| 2022 | N/A | -38.41% |
| 2021 | N/A | +6.59% |
| 2020 | N/A | +45.71% |
| 2019 | N/A | +33.74% |
| 2018 | N/A | -14.31% |
CGMM vs ARTY Drawdown Comparison
The maximum drawdown for CGMM was -21.04%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The current CGMM drawdown is -1.81%.
| Rank | CGMM | ARTY |
|---|---|---|
| #1 | -21.04% Jan 21, 2025 - Jun 26, 2025 | -54.49% Feb 16, 2021 - Oct 8, 2025 |
| #2 | -10.09% Feb 26, 2026 - Apr 17, 2026 | -32.23% Feb 12, 2020 - Jun 5, 2020 |
| #3 | -6.81% Sep 11, 2025 - Dec 4, 2025 | -24.26% Sep 26, 2018 - Apr 3, 2019 |
| #4 | -3.78% Jul 25, 2025 - Aug 13, 2025 | -18.81% Jan 28, 2026 - Apr 14, 2026 |
| #5 | -3.15% Apr 20, 2026 - Apr 28, 2026 | -14.10% Oct 29, 2025 - Jan 16, 2026 |
| #6 | -3.01% Jan 22, 2026 - Feb 6, 2026 | -13.00% Apr 23, 2019 - Nov 5, 2019 |
| #7 | -2.93% Dec 11, 2025 - Jan 5, 2026 | -8.95% Sep 2, 2020 - Nov 4, 2020 |
| #8 | -2.17% Jul 10, 2025 - Jul 17, 2025 | -6.09% Jan 17, 2020 - Feb 12, 2020 |
| #9 | -1.99% Aug 13, 2025 - Aug 22, 2025 | -5.05% Jun 8, 2020 - Jun 17, 2020 |
| #10 | -1.75% Feb 20, 2026 - Feb 25, 2026 | -4.78% Oct 9, 2025 - Oct 27, 2025 |
| #11 | -1.73% Feb 9, 2026 - Feb 18, 2026 | -4.58% Jul 25, 2018 - Aug 24, 2018 |
| #12 | -1.59% Jan 15, 2026 - Jan 22, 2026 | -3.62% Apr 24, 2026 - May 1, 2026 |
| #13 | -1.09% Jul 17, 2025 - Jul 23, 2025 | -3.51% Jan 26, 2021 - Feb 2, 2021 |
| #14 | -1.02% Aug 28, 2025 - Sep 4, 2025 | -3.04% Aug 29, 2018 - Sep 26, 2018 |
| #15 | -0.98% Jul 3, 2025 - Jul 10, 2025 | -3.01% Nov 6, 2020 - Nov 16, 2020 |
Correlation
Correlation between CGMM and ARTY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2018 - 2025)
CGMM vs ARTY dividend yield comparison.
| Year | CGMM | ARTY |
|---|---|---|
| 2025 | 0.40% | 0.00% |
| 2024 | 0.00% | 0.50% |
| 2023 | 0.00% | 0.88% |
| 2022 | 0.00% | 0.75% |
| 2021 | 0.00% | 2.41% |
| 2020 | 0.00% | 0.53% |
| 2019 | 0.00% | 0.69% |
| 2018 | 0.00% | 0.34% |
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