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
$30.97
(-1.18%)
As of 2026-10-16
Latest distribution
$0.0401
Ex-date 2026-06-30
Estimated forward yield
0.25%
Listed date
2025-01-14
Expense ratio
0.51%
Payout frequency
Semiannual
History
Latest signal snapshot·2026-09
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
0.40% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
10.85% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+10.8%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
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Metrics historyLast 1 year · Monthly
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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
DRESExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.57%+0.17ppTotal return CAGR+13.42%+2.23pp
MEDIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.24%+0.24ppTTM yield0.23%-0.17ppTotal return CAGR+15.05%+3.86pp
IYTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.90%+0.90ppTTM yield0.96%+0.56ppTotal return CAGR+11.55%+0.36pp
CLSMExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.88%+0.88ppTTM yield0.75%+0.35ppTotal return CAGR+12.71%+1.52pp
JSMDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.37%-0.03ppTotal return CAGR+15.84%+4.65pp
XTNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.74%+0.74ppTTM yield0.76%+0.36ppTotal return CAGR+10.26%-0.93pp
USCAExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield1.04%+0.64ppTotal return CAGR+20.99%+9.80pp
PNQIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.07%+0.07ppTTM yield0.00%-0.40ppTotal return CAGR+18.27%+7.08pp
BAMGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.01%-0.39ppTotal return CAGR+21.67%+10.48pp
IBRNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.96%+0.56ppTotal return CAGR+17.13%+5.94pp
BATTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield1.79%+1.39ppTotal return CAGR+11.20%+0.01pp
ROEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.85%+0.45ppTotal return CAGR+23.51%+12.32pp
VVExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield1.02%+0.62ppTotal return CAGR+23.12%+11.93pp
HVACExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.19%-0.21ppTotal return CAGR+20.42%+9.23pp
RNDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.00%-0.40ppTotal return CAGR+24.98%+13.79pp
NBDSExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.33%-0.07ppTotal return CAGR+23.52%+12.33pp
PWRDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.06%-0.34ppTotal return CAGR+27.60%+16.41pp
QGRWExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.07%-0.33ppTotal return CAGR+29.44%+18.25pp
IETCExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.36%-0.04ppTotal return CAGR+29.58%+18.39pp
XBIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.39%+0.39ppTTM yield0.35%-0.05ppTotal return CAGR+29.52%+18.33pp
SPTEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.66%+0.26ppTotal return CAGR+38.64%+27.45pp
DARPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.34%-0.06ppTotal return CAGR+34.50%+23.31pp
PBOTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.07%-0.33ppTotal return CAGR+43.12%+31.93pp
RSMVExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.96%+0.56ppTotal return CAGR+9.17%-2.02pp
ASLVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityMediumForward yield0.00%0.00ppTTM yield0.82%+0.42ppTotal return CAGR+13.66%+2.47pp
DTECExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.04%-0.36ppTotal return CAGR+13.04%+1.85pp
XSVMExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.00%0.00ppTTM yield1.94%+1.54ppTotal return CAGR+12.84%+1.65pp
NUKZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.96%+0.56ppTotal return CAGR+39.02%+27.83pp
SMHExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.31%+0.31ppTTM yield0.18%-0.22ppTotal return CAGR+62.07%+50.88pp
BLCVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityLowForward yield0.00%0.00ppTTM yield1.30%+0.90ppTotal return CAGR+19.33%+8.14pp
RKSGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.40ppTotal return CAGR+27.64%+16.45pp
ALRGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.42%+0.02ppTotal return CAGR+21.04%+9.85pp
EFIVExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.00%0.00ppTTM yield1.00%+0.60ppTotal return CAGR+22.75%+11.56pp
AINTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.40ppTotal return CAGR+67.49%+56.30pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%+0.41ppTTM yield0.39%-0.01ppTotal return CAGR+26.04%+14.85pp
ACSGExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield——TTM yield0.00%-0.40ppTotal return CAGR+14.68%+3.49pp
QQQMExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.43%+0.03ppTotal return CAGR+28.13%+16.94pp
VOOGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.49%+0.49ppTTM yield0.45%+0.05ppTotal return CAGR+28.36%+17.17pp
FRWDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.40ppTotal return CAGR+47.48%+36.29pp
PSILExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield36.19%+36.19ppTTM yield7.48%+7.08ppTotal return CAGR+16.61%+5.42pp
FYCExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.11%-0.29ppTotal return CAGR+27.46%+16.27pp
LOUPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.40ppTotal return CAGR+35.74%+24.55pp
QEWExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.00%0.00ppTTM yield0.29%-0.11ppTotal return CAGR+41.17%+29.98pp