DFMC vs CGCP

Comparison between U.S. Micro Cap Portfolio ETF Class Shares (DFMC, ETF) and CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS (CGCP, ETF).

DFMC vs CGCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFMC(ETF)	CGCP(ETF)
Net Assets	$7.50B	$7.60B
Expense Ratio	0.41%	0.34%
Max Drawdown	3.01%	18.47%
Sharpe Ratio	3.90	0.64
5Y Beta	0.89	0.07
P/E Ratio	44.77	N/A
Forward P/E	13.18	N/A
5Y EPS CAGR	12.22%	N/A
P/S Ratio	1.06	N/A
P/B Ratio	1.90	N/A

Net Assets

DFMC

$7.50B

Winner

CGCP

$7.60B

Expense Ratio

DFMC

0.41%

Winner

CGCP

0.34%

Max Drawdown

Winner

DFMC

3.01%

CGCP

18.47%

Sharpe Ratio

Winner

DFMC

3.90

CGCP

0.64

5Y Beta

DFMC

0.89

Winner

CGCP

0.07

P/E Ratio

DFMC

44.77

CGCP

N/A

Forward P/E

DFMC

13.18

CGCP

N/A

5Y EPS CAGR

DFMC

12.22%

CGCP

N/A

P/S Ratio

DFMC

1.06

CGCP

N/A

P/B Ratio

DFMC

1.90

CGCP

N/A

DFMC vs CGCP - Historical Returns

Returns include dividend reinvestment.

Period	DFMC	CGCP
1 month	+2.60%	-0.31%
3 months	N/A	-1.15%
6 months	N/A	+0.96%
1 year	N/A	+6.17%
5 years(CAGR)	N/A	+1.63%
Max(CAGR)	+94.97%	+1.63%

Winner

DFMC

+2.60%

CGCP

-0.31%

DFMC

N/A

CGCP

-1.15%

DFMC

N/A

CGCP

+0.96%

DFMC

N/A

CGCP

+6.17%

5Y(CAGR)

DFMC

N/A

CGCP

+1.63%

Max(CAGR)

Winner

DFMC

+94.97%

CGCP

+1.63%

DFMC vs CGCP - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	DFMC	CGCP
2026	+9.77%	+0.20%
2025	N/A	+7.34%
2024	N/A	+3.28%
2023	N/A	+6.83%
2022	N/A	-9.78%

DFMC vs CGCP Drawdown Comparison

The maximum drawdown for DFMC was -3.01%, occurring on Mar 30, 2026. Recovery took 5 trading sessions.

The maximum drawdown for CGCP was -15.06%, occurring on Oct 20, 2022. Recovery took 632 trading sessions.

The current DFMC drawdown is -2.60%. The current CGCP drawdown is -1.30%.

Rank	DFMC	CGCP
#1	-3.01% Mar 25, 2026 - Apr 1, 2026	-15.06% Mar 1, 2022 - Sep 5, 2024
#2	-2.60% May 6, 2026 - May 13, 2026	-4.24% Sep 16, 2024 - Jun 24, 2025
#3	-1.54% Apr 27, 2026 - Apr 30, 2026	-2.59% Feb 27, 2026 - Mar 27, 2026
#4	-1.00% May 1, 2026 - May 5, 2026	-1.07% Jul 1, 2025 - Jul 29, 2025
#5	-0.81% Apr 20, 2026 - Apr 27, 2026	-1.04% Oct 27, 2025 - Nov 26, 2025
#6	-0.79% Apr 9, 2026 - Apr 13, 2026	-0.78% Sep 16, 2025 - Oct 14, 2025
#7	-0.15% Apr 14, 2026 - Apr 16, 2026	-0.72% Nov 26, 2025 - Dec 29, 2025
#8	N/A	-0.53% Jan 14, 2026 - Feb 5, 2026
#9	N/A	-0.49% Aug 13, 2025 - Aug 22, 2025
#10	N/A	-0.35% Aug 28, 2025 - Sep 4, 2025
#11	N/A	-0.30% Sep 10, 2024 - Sep 16, 2024
#12	N/A	-0.27% Jul 29, 2025 - Aug 1, 2025
#13	N/A	-0.22% Aug 5, 2025 - Aug 13, 2025
#14	N/A	-0.22% Dec 30, 2025 - Jan 9, 2026
#15	N/A	-0.22% Feb 10, 2026 - Feb 12, 2026