Capital Group U.S. Small and Mid Cap ETF (CGMM) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CGMM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CGMM
CGMM charges 0.51% annually. There are 48 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.14B | Nov 2005 | CGMM vs SPMD | |
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | CGMM vs VO | |
| Schwab US Mid-Cap ETF | 0.04% | 14.91B | Jan 2011 | CGMM vs SCHM | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.64B | Jun 2004 | CGMM vs IMCB | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 122.37B | May 2000 | CGMM vs IJH |
Best Risk-Adjusted Alternatives to CGMM
CGMM has a PortfoliosLab risk / return rank of 44. There are 53 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 93 | — | Jun 2025 | CGMM vs CTEF | |
| Invesco S&P Spin-Off ETF | 90 | 226.12M | Dec 2006 | CGMM vs CSD | |
| Optimize Strategy Index ETF | 90 | 239.89M | Apr 2024 | CGMM vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 87 | 366.29M | Nov 2023 | CGMM vs CPAI | |
| iShares MSCI Peru ETF | 85 | 536.81M | Jun 2009 | CGMM vs EPU |
Top Performing CGMM Alternatives (YTD)
CGMM is at 12.59% YTD. There are 50 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 37.89% | 226.12M | Dec 2006 | CGMM vs CSD | |
| Castellan Targeted Equity ETF | 35.32% | — | Jun 2025 | CGMM vs CTEF | |
| Optimize Strategy Index ETF | 30.04% | 239.89M | Apr 2024 | CGMM vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 28.40% | 366.29M | Nov 2023 | CGMM vs CPAI | |
| Vanguard U.S. Momentum Factor ETF | 23.35% | 1.70B | Feb 2018 | CGMM vs VFMO |
Lowest Volatility Alternatives to CGMM
CGMM has 16.19% 1-year volatility. There are 56 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.77% | 426.50M | Feb 2018 | CGMM vs VFMV | |
| Invesco Dynamic Market ETF | 9.75% | 95.10M | May 2003 | CGMM vs PWC | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.75% | 101.68M | May 2003 | CGMM vs BMVP | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 10.25% | 185.97M | May 2020 | CGMM vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.00% | 34.97M | Dec 2024 | CGMM vs QIDX |
Lowest Drawdown Alternatives to CGMM
CGMM has a 1-year max drawdown of -10.09%. There are 53 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 426.50M | Feb 2018 | CGMM vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.97M | Feb 2022 | CGMM vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | CGMM vs SRHQ | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | CGMM vs PWC | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.68M | May 2003 | CGMM vs BMVP |
Other ETFs from Capital Group
The 10 most viewed Capital Group ETFs shown here include CGDV, CGGR, CGDG and span 10 categories. AUM among these funds goes as high as $37B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Capital Group Dividend Value ETF | Large Cap Value Equities, Dividend | 68 | 12.94% | 36.70B | Feb 2022 | CGMM vs CGDV | |
| Capital Group Growth ETF | Large Cap Growth Equities | 26 | 4.94% | 24.88B | Feb 2022 | CGMM vs CGGR | |
| Capital Group Dividend Growers ETF | Global Equities | 46 | 7.21% | 5.30B | Sep 2023 | CGMM vs CGDG | |
| Capital Group Core Balanced ETF | Allocation--50% to 70% Equity, Diversified Portfolio | 47 | 6.80% | 7.08B | Sep 2023 | CGMM vs CGBL | |
| Capital Group Core Plus Income ETF | Intermediate Core-Plus Bond | 40 | 0.16% | 8.37B | Feb 2022 | CGMM vs CGCP | |
| Capital Group U.S. Multi-Sector Income ETF | Multisector Bonds | 59 | 1.48% | 5.20B | Oct 2022 | CGMM vs CGMS | |
| Capital Group Core Equity ETF | Large Cap Blend Equities | 55 | 11.11% | 11.25B | Feb 2022 | CGMM vs CGUS | |
| Capital Group Global Growth Equity ETF | Global Equities | 52 | 16.57% | 11.66B | Feb 2022 | CGMM vs CGGO | |
| Capital Group International Core Equity ETF | Foreign Large Cap Equities | 55 | 11.07% | 2.15B | Jun 2024 | CGMM vs CGIC | |
| Capital Group Conservative Equity ETF | Large Cap Value Equities | 54 | 8.60% | 1.89B | Jun 2024 | CGMM vs CGCV |
Often Compared With CGMM
Investors most often compare CGMM with AVUV, TMSL, VXF. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CGMM with Any Fund or Stock
Compare CGMM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGMM with funds that move differently
Capital Group U.S. Small and Mid Cap ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGMM.
Explore CGMM Diversifiers