CGMMCapital Group U.S. Small and Mid Cap ETF
Issuer: Capital Group· Type: ETF
Positioning: Growth
Underlying exposure
U.S. small- and mid-cap equity securities selected for long-term capital growth.
Strategy brief
Actively managed ETF investing primarily in U.S. small- and mid-cap companies using Capital Group's fundamental active equity process.
Latest close
$32.70
(+0.18%)
As of 2026-09-04
Latest distribution
$0.0400
Ex-date 2026-06-30
Estimated forward yield
0.24%
Listed date
2025-01-14
Expense ratio
0.51%
Payout frequency
Semiannual
History
Latest signal snapshot·2026-08
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
0.38% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
15.10% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+15.1%Return gap
No major payout-support issue detected in the latest window.
Payout support riskLow
Stability
Summarizes recent price stability using volatility, beta, and drawdown.
Stability signalLow
Sufficient history
Latest window: limited historyHistory
Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.
Historical signalsLast 1 year · Monthly
Metrics historyLast 1 year · Monthly
Funds similar to CGMM
Screened alternatives based on fund profile, payout support, stability, and yield/return that is not meaningfully lower.
Screened forTypeETFIncome engineDividendPositioningGrowthCash bufferNoMatches current fund criteria
CGMM is always included. Add up to 2 similar funds to compare.
Compare list0/2 selected
TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR
MEDIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.24%0.00ppTTM yield0.22%-0.16ppTotal return CAGR+16.33%+0.86pp
JSMDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.33%+0.09ppTTM yield0.44%+0.06ppTotal return CAGR+15.00%-0.47pp
USCAExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.14%+0.90ppTTM yield1.09%+0.71ppTotal return CAGR+19.07%+3.60pp
PNQIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.07%-0.17ppTTM yield0.00%-0.38ppTotal return CAGR+17.51%+2.04pp
BAMGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.04%-0.20ppTTM yield0.00%-0.38ppTotal return CAGR+21.74%+6.27pp
ROEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.79%+0.55ppTTM yield0.98%+0.60ppTotal return CAGR+22.39%+6.92pp
IYTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.71%+0.47ppTTM yield0.92%+0.54ppTotal return CAGR+12.16%-3.31pp
HVACExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.19%-0.05ppTTM yield0.18%-0.20ppTotal return CAGR+19.37%+3.90pp
IBRNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.98%+0.74ppTTM yield0.82%+0.44ppTotal return CAGR+19.66%+4.19pp
DRESExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.87%+0.63ppTTM yield0.53%+0.15ppTotal return CAGR+24.70%+9.23pp
NBDSExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.38%+0.14ppTTM yield0.33%-0.05ppTotal return CAGR+20.55%+5.08pp
IETCExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.41%+0.17ppTTM yield0.38%0.00ppTotal return CAGR+24.84%+9.37pp
XTNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.51%+0.27ppTTM yield0.70%+0.32ppTotal return CAGR+10.46%-5.01pp
QGRWExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.08%-0.16ppTTM yield0.07%-0.31ppTotal return CAGR+26.14%+10.67pp
PWRDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-0.04ppTTM yield0.06%-0.32ppTotal return CAGR+25.92%+10.45pp
XBIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.39%+0.15ppTTM yield0.35%-0.03ppTotal return CAGR+27.34%+11.87pp
BATTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.81%+1.57ppTTM yield1.62%+1.24ppTotal return CAGR+11.68%-3.79pp
DARPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%+0.19ppTTM yield0.34%-0.04ppTotal return CAGR+31.54%+16.07pp
SPTEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.18%-0.06ppTTM yield0.72%+0.34ppTotal return CAGR+37.43%+21.96pp
ASLVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityMediumForward yield0.87%+0.63ppTTM yield0.79%+0.41ppTotal return CAGR+17.54%+2.07pp
PBOTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.10%-0.14ppTTM yield0.07%-0.31ppTotal return CAGR+41.27%+25.80pp
BLCVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.16%+0.92ppTTM yield1.21%+0.83ppTotal return CAGR+19.45%+3.98pp
EFIVExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.07%+0.83ppTTM yield0.93%+0.55ppTotal return CAGR+21.05%+5.58pp
DTECExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.04%-0.20ppTTM yield0.03%-0.35ppTotal return CAGR+12.38%-3.09pp
NUKZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.89%+0.65ppTTM yield0.90%+0.52ppTotal return CAGR+44.20%+28.73pp
SMHExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.31%+0.07ppTTM yield0.20%-0.18ppTotal return CAGR+53.42%+37.95pp
ALRGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.47%+0.23ppTTM yield0.42%+0.04ppTotal return CAGR+22.85%+7.38pp
XSVMExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.80%+1.56ppTTM yield1.80%+1.42ppTotal return CAGR+14.16%-1.31pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%+0.17ppTTM yield0.37%-0.01ppTotal return CAGR+23.43%+7.96pp
QQQMExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.46%+0.22ppTTM yield0.44%+0.06ppTotal return CAGR+24.60%+9.13pp
VOOGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.44%+0.20ppTTM yield0.45%+0.07ppTotal return CAGR+25.45%+9.98pp
RSMVExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield3.94%+3.70ppTTM yield0.95%+0.57ppTotal return CAGR+10.46%-5.01pp
AINTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.38ppTotal return CAGR+42.44%+26.97pp
FYCExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.43%+0.19ppTTM yield0.17%-0.21ppTotal return CAGR+26.02%+10.55pp
PSILExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield36.20%+35.96ppTTM yield6.92%+6.54ppTotal return CAGR+16.05%+0.58pp
LOUPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.38ppTotal return CAGR+32.94%+17.47pp
FRWDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.38ppTotal return CAGR+48.61%+33.14pp
ACSGExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield——TTM yield0.00%-0.38ppTotal return CAGR+23.44%+7.97pp
QEWExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.42%+0.18ppTTM yield0.11%-0.27ppTotal return CAGR+54.57%+39.10pp