Capital Group U.S. Small and Mid Cap ETF

Shareclass

Capital Group U.S. Small and Mid Cap ETF (CGMM)

Type

Exchange-traded fund

Manager

Capital Research and Management Company

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

35.1

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,648 out of 2,538 funds

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Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Capital Group U.S. Small and Mid Cap ETF CGMM

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Hilton Worldwide Holdings Inc
2.18% of assets
$2.09M invested
2. Illumina Inc
0.85% of assets
$813,314 invested
3. Kimberly-Clark Corp
0.57% of assets
$543,565 invested
4. Affirm Holdings Inc Ordinary Shares - Class A
0.74% of assets
$709,980 invested
5. General Motors Co
0.7% of assets
$668,531 invested
6. Keysight Technologies Inc
1.21% of assets
$1.16M invested
7. Yum Brands Inc
2.94% of assets
$2.81M invested
8. Albemarle Corp
0.7% of assets
$669,858 invested
9. Discover Financial Services
2.93% of assets
$2.81M invested
10. Insight Enterprises Inc
1.45% of assets
$1.38M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Roblox Corp Ordinary Shares - Class A
1.53% of assets
$1.46M invested
2. Aurora Innovation Inc Class A
0.32% of assets
$303,371 invested
3. APi Group Corp
0.79% of assets
$758,005 invested
4. Brown & Brown Inc
3.36% of assets
$3.22M invested
5. TPG Inc Ordinary Shares - Class A
1.33% of assets
$1.27M invested
6. EPAM Systems Inc
0.84% of assets
$806,886 invested
7. SiteOne Landscape Supply Inc
1.01% of assets
$969,941 invested
8. Align Technology Inc
0.79% of assets
$753,791 invested
9. Victory Capital Holdings Inc Class A
2.12% of assets
$2.03M invested
10. Comfort Systems USA Inc
0.76% of assets
$726,532 invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on CGMM at Morningstar.com

Gender Equality and Returns

Less than one year of returns available

Benchmarking tool

Current fund

CGMM

Capital Group U.S. Small and Mid Cap ETF

Family

Capital Research and Management Company

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

8 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

CGMM

Capital Group U.S. Small and Mid Cap ETF

Family

Capital Research and Management Company

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

8 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

CGMM

Capital Group U.S. Small and Mid Cap ETF

Family

Capital Research and Management Company

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

8 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
CGMM - Capital Group U.S. Small and Mid Cap ETF

47 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

Less than one year of returns available

8 / 100 points lower

Find more financial data on CGMM at Morningstar.com

What's next?

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Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

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