CGMM

Capital Group$31.77+0.72 (+2.32%)
AUM $2.87BER 0.51%NAV $32.02Holdings 86

Price Chart

Key Statistics

Previous Close

$31.05

Day Range

$31.11$31.80

52-Week Range

$25.83$32.09

Avg Volume

1.0M

Dividend Yield

0.38%

Expense Ratio

0.51%

AUM

$2.87B

Shares Outstanding

91.4M

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials21.74%
Technology17.59%
Financial Services15.36%
Consumer Cyclical14.72%
Healthcare9.01%
Consumer Defensive5.80%
Communication Services3.50%
Energy3.42%
Utilities3.12%
Basic Materials2.99%
Real Estate2.75%

Country Allocation

CountryWeight %
United States90.22%
Other2.91%
Bermuda2.65%
Singapore1.57%
Cayman Islands1.17%
Netherlands0.77%
Ireland0.71%

Fund Information

Category
Industrials
Types
Mid Cap
Inception Date
Jan 13, 2025
Exchange
NYSE_ARCA
Description
The fund’s investment objective is to seek capital appreciation.Distinguishing Characteristics The fund invests primarily in common stocks and other equity-type securities.

Similar ETFs

SymbolNameAUM
VBVanguard Small-Cap ETF$177.40B
IJHiShares Core S&P Mid-Cap ETF$120.66B
VBRVanguard Small-Cap Value ETF$64.90B
IWRiShares Russell Mid-Cap ETF$54.39B
XLIState Street Industrial Select Sector SPDR ETF$30.82B

The Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund issued by Capital Group that launched on Jan 13, 2025. It currently manages $2.87B in assets under management. The fund charges an expense ratio of 0.51%. The fund holds 86 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 19.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH M3.28%102,488$95.0M
2BEBLOOM ENERGY CORP A COMMON STOCK USD.00012.57%255,452$74.4M
3FIXCOMFORT SYSTEMS USA INC COMMON STOCK USD.011.84%27,804$53.2M
4EXCEXELON CORP COMMON STOCK1.83%1,187,451$53.0M
5RNRRENAISSANCERE HOLDINGS LTD COMMON STOCK USD1.01.79%186,905$51.9M
6WEXWEX INC COMMON STOCK USD.011.77%349,611$51.3M
7FLEXFLEX LTD COMMON STOCK1.68%305,100$48.7M
8NKENIKE INC CL B COMMON STOCK1.64%1,088,951$47.5M
9BROBROWN + BROWN INC COMMON STOCK USD.11.59%801,175$46.0M
10INGMINGRAM MICRO HOLDING CORP COMMON STOCK USD.011.56%1,469,281$45.1M
11USFDUS FOODS HOLDING CORP COMMON STOCK USD.011.54%542,354$44.6M
12DASHDOORDASH INC A COMMON STOCK USD.000011.51%274,052$43.9M
13LKQLKQ CORP COMMON STOCK USD.011.41%1,618,013$40.9M
14KEYSKEYSIGHT TECHNOLOGIES IN COMMON STOCK USD.011.41%118,809$40.8M
15MTNVAIL RESORTS INC COMMON STOCK USD.011.38%296,580$39.9M
Page 1 of 2

Detailed Returns

PeriodReturnETF
1D
+2.32%
1W
-0.94%
1M
+1.83%
3M
+7.81%
6M
+8.58%
YTD
+8.66%
1Y
+21.04%
3Y
+22.21%
5Y
+22.21%

Moving Averages

20-Day MA

$31.51

Above 20-Day MA
50-Day MA

$31.29

Above 50-Day MA
200-Day MA

$29.73

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.09

Current Price

$31.77

52-Week Low

$25.83

$25.83$32.09

Current Yield

0.38%

Annual Dividend

$0.1158

Frequency

2x/year

Last Ex-Date

Dec 26, 2025

Dividend History

Ex-DateAmountPay Date
Dec 26, 2025$0.0825Dec 29, 2025
Jun 30, 2025$0.0333Jul 1, 2025

Dividend Payments Over Time

Category Comparison

MetricCGMMIndustrials(391 ETFs)Mid Cap(315 ETFs)
Fund Info
Expense Ratio0.51%0.69%0.47%
AUM$2.87B$2.39B$4.84B
Dividend Yield0.38%2.07%1.67%
Avg Volume1.0M231.1K390.4K
Holdings86250240
Performance
1-Month Return+1.50%+0.55%+1.89%
6-Month Return+10.05%+13.32%+11.12%
YTD Return+10.09%+13.82%+11.30%
1-Year Return+20.86%+28.59%+21.81%

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