CGMM vs SECT

Comparison between CAPITAL GROUP U.S. SMALL AND MID CAP ETF SHARE CLASS (CGMM, ETF) and MAIN SECTOR ROTATION ETF (SECT, ETF).

CGMM vs SECT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGMM(ETF)	SECT(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	0.51%	0.69%
Max Drawdown	21.04%	38.09%
Sharpe Ratio	1.09	1.55
5Y Beta	1.01	1.08
P/E Ratio	31.96	N/A
Forward P/E	18.10	N/A
5Y Dividends CAGR	N/A	3.16%
5Y EPS CAGR	10.52%	N/A
Debt to Equity	81.43%	N/A
P/S Ratio	1.52	N/A
P/B Ratio	3.21	N/A

Net Assets

CGMM

$2.50B

Winner

SECT

$2.60B

Expense Ratio

Winner

CGMM

0.51%

SECT

0.69%

Max Drawdown

Winner

CGMM

21.04%

SECT

38.09%

Sharpe Ratio

CGMM

1.09

Winner

SECT

1.55

5Y Beta

Winner

CGMM

1.01

SECT

1.08

P/E Ratio

CGMM

31.96

SECT

N/A

Forward P/E

CGMM

18.10

SECT

N/A

5Y Dividends CAGR

CGMM

N/A

SECT

3.16%

5Y EPS CAGR

CGMM

10.52%

SECT

N/A

Debt to Equity

CGMM

81.43%

SECT

N/A

P/S Ratio

CGMM

1.52

SECT

N/A

P/B Ratio

CGMM

3.21

SECT

N/A

CGMM vs SECT - Holdings Comparison

CGMM and SECT have 0 common holdings. Overlap is 0.00%

CGMM's top 25 holdings weight is 41.13%. SECT's top 25 holdings weight is 100.00%.

Rank	CGMM	SECT
#1	BLOOM ENERGY CORP CLASS A (BE) - 2.57%	STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 35.81%
#2	US FOODS HOLDING CORP (USFD) - 2.57%	STATE STREET®FINSELSECTSPDR®ETF (XLF) - 14.00%
#3	COMFORT SYSTEMS USA INC (FIX) - 2.25%	STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 9.98%
#4	RENAISSANCERE HOLDINGS LTD (RNR) - 2.05%	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 9.97%
#5	EXELON CORP (EXC) - 1.95%	STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 9.33%
#6	INGRAM MICRO HOLDING CORP (INGM) - 1.94%	INVESCO NASDAQ 100 ETF (QQQM) - 6.38%
#7	LKQ CORP (LKQ) - 1.92%	STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 4.17%
#8	CIENA CORP (CIEN) - 1.88%	STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 4.03%
#9	BROWN & BROWN INC (BRO) - 1.72%	STATE STREET®MATSELSECTSPDR®ETF (XLB) - 3.93%
#10	KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.71%	STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 2.30%
#11	NIKE INC CLASS B (NKE) - 1.70%	STATE STREET INSTL TREASURY MMKT PREMIER (TRIXX) - 0.10%
#12	WEX INC (WEX) - 1.63%	N/A
#13	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.61%	N/A
#14	YUM BRANDS INC (YUM) - 1.45%	N/A
#15	FABRINET (FN) - 1.44%	N/A
#16	IONIS PHARMACEUTICALS INC (IONS) - 1.42%	N/A
#17	SIMON PROPERTY GROUP INC (SPG) - 1.38%	N/A
#18	VAIL RESORTS INC (MTN) - 1.33%	N/A
#19	XPO INC (XPO) - 1.27%	N/A
#20	MONSTER BEVERAGE CORP (MNST) - 1.27%	N/A
#21	KEYCORP (KEY) - 1.26%	N/A
#22	DIAMONDBACK ENERGY INC (FANG) - 1.26%	N/A
#23	FLEX LTD (FLEX) - 1.19%	N/A
#24	CAPITAL ONE FINANCIAL CORP (COF) - 1.18%	N/A
#25	ALIGN TECHNOLOGY INC (ALGN) - 1.18%	N/A
Total Holdings	109	11

CGMM vs SECT - Historical Returns

Returns include dividend reinvestment.

Period	CGMM	SECT
1 month	-0.06%	+2.98%
3 months	+2.08%	+9.53%
6 months	+8.89%	+7.94%
1 year	+21.70%	+26.95%
5 years(CAGR)	N/A	+12.01%
10 years(CAGR)	N/A	+13.41%
Max(CAGR)	+14.95%	+13.41%

CGMM

-0.06%

Winner

SECT

+2.98%

CGMM

+2.08%

Winner

SECT

+9.53%

Winner

CGMM

+8.89%

SECT

+7.94%

CGMM

+21.70%

Winner

SECT

+26.95%

5Y(CAGR)

CGMM

N/A

SECT

+12.01%

10Y(CAGR)

CGMM

N/A

SECT

+13.41%

Max(CAGR)

Winner

CGMM

+14.95%

SECT

+13.41%

CGMM vs SECT - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CGMM	SECT
2026	+7.36%	+7.87%
2025	+11.46%	+17.80%
2024	N/A	+19.45%
2023	N/A	+22.01%
2022	N/A	-13.34%
2021	N/A	+30.13%
2020	N/A	+15.39%
2019	N/A	+27.50%
2018	N/A	-10.67%
2017	N/A	+9.39%

CGMM vs SECT Drawdown Comparison

The maximum drawdown for CGMM was -21.04%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.

The maximum drawdown for SECT was -38.09%, occurring on Mar 23, 2020. Recovery took 124 trading sessions.

The current CGMM drawdown is -2.24%. The current SECT drawdown is -3.94%.

Rank	CGMM	SECT
#1	-21.04% Jan 21, 2025 - Jun 26, 2025	-38.09% Feb 20, 2020 - Aug 17, 2020
#2	-10.09% Feb 26, 2026 - Apr 17, 2026	-21.71% Feb 19, 2025 - Jun 30, 2025
#3	-6.81% Sep 11, 2025 - Dec 4, 2025	-21.62% Jan 4, 2022 - Dec 1, 2023
#4	-4.24% Apr 20, 2026 - Jun 2, 2026	-20.70% Aug 29, 2018 - Jul 1, 2019
#5	-3.78% Jul 25, 2025 - Aug 13, 2025	-10.70% Jan 12, 2026 - Apr 17, 2026
#6	-3.01% Jan 22, 2026 - Feb 6, 2026	-9.27% Jan 26, 2018 - Aug 29, 2018
#7	-2.93% Dec 11, 2025 - Jan 5, 2026	-8.38% Oct 12, 2020 - Nov 11, 2020
#8	-2.24% Jun 2, 2026 - Jun 5, 2026	-8.23% Jul 16, 2024 - Aug 19, 2024
#9	-2.17% Jul 10, 2025 - Jul 17, 2025	-8.02% Sep 2, 2020 - Oct 12, 2020
#10	-1.99% Aug 13, 2025 - Aug 22, 2025	-6.58% Aug 21, 2024 - Sep 19, 2024
#11	-1.75% Feb 20, 2026 - Feb 25, 2026	-6.58% Oct 28, 2025 - Dec 10, 2025
#12	-1.73% Feb 9, 2026 - Feb 18, 2026	-5.90% Mar 28, 2024 - May 14, 2024
#13	-1.59% Jan 15, 2026 - Jan 22, 2026	-5.43% Dec 6, 2024 - Feb 18, 2025
#14	-1.09% Jul 17, 2025 - Jul 23, 2025	-4.98% Feb 12, 2021 - Mar 11, 2021
#15	-1.02% Aug 28, 2025 - Sep 4, 2025	-4.85% Jul 26, 2019 - Oct 21, 2019