CGMM vs CGGE
Comparison between CAPITAL GROUP U.S. SMALL AND MID CAP ETF SHARE CLASS (CGMM, ETF) and CAPITAL GROUP GLOBAL EQUITY ETF SHARE CLASS (CGGE, ETF).
CGMM vs CGGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMM
$2.50B
CGGE
$2.50B
Expense Ratio
CGMM
0.51%
Winner
CGGE
0.47%
Max Drawdown
CGMM
21.04%
Winner
CGGE
14.44%
Sharpe Ratio
Winner
CGMM
1.09
CGGE
1.05
5Y Beta
CGMM
1.01
Winner
CGGE
0.83
P/E Ratio
CGMM
31.96
Winner
CGGE
29.32
Forward P/E
Winner
CGMM
18.10
CGGE
23.19
PEG Ratio
CGMM
N/A
CGGE
0.57
5Y EPS CAGR
CGMM
10.52%
Winner
CGGE
24.82%
Debt to Equity
CGMM
81.43%
CGGE
N/A
P/S Ratio
Winner
CGMM
1.52
CGGE
2.23
P/B Ratio
Winner
CGMM
3.21
CGGE
6.47
CGMM vs CGGE - Holdings Comparison
CGMM and CGGE have 6 common holdings. Overlap is 2.37%
CGMM's top 25 holdings weight is 41.13%. CGGE's top 25 holdings weight is 53.76%.
| Rank | CGMM | CGGE |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 2.57% | ALPHABET INC CLASS A (GOOGL) - 5.61% |
| #2 | US FOODS HOLDING CORP (USFD) - 2.57% | BROADCOM INC (AVGO) - 5.03% |
| #3 | COMFORT SYSTEMS USA INC (FIX) - 2.25% | n/a (TSM) - 3.73% |
| #4 | RENAISSANCERE HOLDINGS LTD (RNR) - 2.05% | n/a (n/a) - 3.59% |
| #5 | EXELON CORP (EXC) - 1.95% | MICROSOFT CORP (MSFT) - 3.42% |
| #6 | INGRAM MICRO HOLDING CORP (INGM) - 1.94% | APPLE INC (AAPL) - 2.86% |
| #7 | LKQ CORP (LKQ) - 1.92% | ASML HOLDING NV (n/a) - 2.52% |
| #8 | CIENA CORP (CIEN) - 1.88% | JPMORGAN CHASE & CO (JPM) - 2.25% |
| #9 | BROWN & BROWN INC (BRO) - 1.72% | NVIDIA CORP (NVDA) - 2.13% |
| #10 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.71% | AMAZON.COM INC (AMZN) - 2.01% |
| #11 | NIKE INC CLASS B (NKE) - 1.70% | GE AEROSPACE (GE) - 1.89% |
| #12 | WEX INC (WEX) - 1.63% | SK HYNIX INC (n/a) - 1.82% |
| #13 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.61% | ASTRAZENECA PLC (AZN) - 1.80% |
| #14 | YUM BRANDS INC (YUM) - 1.45% | GE VERNOVA INC (GEV) - 1.54% |
| #15 | FABRINET (FN) - 1.44% | SAFRAN SA (n/a) - 1.50% |
| #16 | IONIS PHARMACEUTICALS INC (IONS) - 1.42% | TOTALENERGIES SE (TTE) - 1.44% |
| #17 | SIMON PROPERTY GROUP INC (SPG) - 1.38% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.38% |
| #18 | VAIL RESORTS INC (MTN) - 1.33% | META PLATFORMS INC CLASS A (META) - 1.35% |
| #19 | XPO INC (XPO) - 1.27% | DBS GROUP HOLDINGS LTD (n/a) - 1.27% |
| #20 | MONSTER BEVERAGE CORP (MNST) - 1.27% | ENGIE SA (n/a) - 1.23% |
| #21 | KEYCORP (KEY) - 1.26% | RWE AG CLASS A (n/a) - 1.17% |
| #22 | DIAMONDBACK ENERGY INC (FANG) - 1.26% | MASTERCARD INC CLASS A (MA) - 1.13% |
| #23 | FLEX LTD (FLEX) - 1.19% | SAP SE (n/a) - 1.04% |
| #24 | CAPITAL ONE FINANCIAL CORP (COF) - 1.18% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.03% |
| #25 | ALIGN TECHNOLOGY INC (ALGN) - 1.18% | UNICREDIT SPA (n/a) - 1.02% |
| Total Holdings | 109 | 121 |
CGMM vs CGGE - Historical Returns
Returns include dividend reinvestment.
1M
CGMM
-0.06%
Winner
CGGE
+1.11%
3M
CGMM
+2.08%
Winner
CGGE
+5.82%
6M
Winner
CGMM
+8.89%
CGGE
+7.53%
1Y
Winner
CGMM
+21.70%
CGGE
+19.06%
Max(CAGR)
CGMM
+14.95%
Winner
CGGE
+16.91%
CGMM vs CGGE - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | CGMM | CGGE |
|---|---|---|
| 2026 | +7.36% | +5.16% |
| 2025 | +11.46% | +24.46% |
| 2024 | N/A | +2.30% |
CGMM vs CGGE Drawdown Comparison
The maximum drawdown for CGMM was -21.04%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for CGGE was -14.44%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The current CGMM drawdown is -2.24%. The current CGGE drawdown is -3.20%.
| Rank | CGMM | CGGE |
|---|---|---|
| #1 | -21.04% Jan 21, 2025 - Jun 26, 2025 | -14.44% Feb 18, 2025 - May 12, 2025 |
| #2 | -10.09% Feb 26, 2026 - Apr 17, 2026 | -10.93% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -6.81% Sep 11, 2025 - Dec 4, 2025 | -5.79% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -4.24% Apr 20, 2026 - Jun 2, 2026 | -4.97% Oct 14, 2024 - Jan 24, 2025 |
| #5 | -3.78% Jul 25, 2025 - Aug 13, 2025 | -4.64% Nov 12, 2025 - Dec 10, 2025 |
| #6 | -3.01% Jan 22, 2026 - Feb 6, 2026 | -4.04% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -2.93% Dec 11, 2025 - Jan 5, 2026 | -3.25% Jan 27, 2026 - Feb 20, 2026 |
| #8 | -2.24% Jun 2, 2026 - Jun 5, 2026 | -3.20% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -2.17% Jul 10, 2025 - Jul 17, 2025 | -2.97% Oct 6, 2025 - Oct 27, 2025 |
| #10 | -1.99% Aug 13, 2025 - Aug 22, 2025 | -2.76% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -1.75% Feb 20, 2026 - Feb 25, 2026 | -2.45% Dec 11, 2025 - Dec 23, 2025 |
| #12 | -1.73% Feb 9, 2026 - Feb 18, 2026 | -2.35% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -1.59% Jan 15, 2026 - Jan 22, 2026 | -2.29% May 6, 2026 - May 26, 2026 |
| #14 | -1.09% Jul 17, 2025 - Jul 23, 2025 | -2.18% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -1.02% Aug 28, 2025 - Sep 4, 2025 | -2.14% Apr 17, 2026 - May 5, 2026 |
Correlation
Correlation between CGMM and CGGE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2025)
CGMM vs CGGE dividend yield comparison.
| Year | CGMM | CGGE |
|---|---|---|
| 2025 | 0.40% | 0.40% |
| 2024 | 0.00% | 0.35% |
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