CGMMvsSUREETF Comparison
VS
Capital Group U.S. Small and Mid Cap ETF (CGMM) belongs to the US Multi-Factor segment. AdvisorShares Insiders Advantage ETF (SURE) is part of the US Large Cap Value segment. CGMM's top 3 sector exposures are Finance, Technology and Industrials. In contrast, SURE's top sector exposures are Technology, Finance and Healthcare. CGMM is less expensive with a Total Expense Ratio (TER) of 0.51%, versus 1% for SURE. CGMM is up 9% year-to-date (YTD) with +$2.37B in YTD flows. SURE performs better with 24.89% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of CGMM and SURE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CGMM vs SURE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CGMM SURE | -0.75%+7.94% | -3.21%+3.73% | +9.00%+24.89% | +11.87%+31.66% | n/a+72.74% | n/a+69.02% |
| Flows | CGMM SURE | +$123M- | +$524M- | +$2.37B- | +$2.62B- | --$6M | --$14M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CGMM SURE | +13.43%+11.49% | +15.77%+12.97% | n/a+15.02% | n/a+17.34% |
| Max drawdown | CGMM SURE | -8.53%-6.02% | -10.10%-7.15% | n/a-21.41% | n/a-24.06% |
| Max drawdown duration | CGMM SURE | 79d67d | 49d46d | n/a365d | n/a557d |
Trading data
CGMM | SURE | |
Last sale 11/5/2026 at 2:30 PM | $30.56 | $158.90 |
| Previous close 11/04/2026 | $31.82 | $155.68 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 11/5/2026 at 2:30 PM
Live
Closed
CGMM | SURE | |
|---|---|---|
| Last price | $30.56 | $158.90 |
| 1D performance | -3.96% | +2.07% |
| AuM | $3.61 B | $60.42 M |
| E/R | 0.51% | 1% |
Characteristics
CGMM | SURE | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Capital Group | AdvisorShares |
| Benchmark | - | - |
| N° of holdings | 117 | 99 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 14, 2025 | October 4, 2011 |
| ESG | No | No |
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Exposure
Countries
CGMM
USA
93%
Other
7%
SURE
USA
94.97%
Other
5.03%
Sectors
CGMM
Finance
22.97%
Technology
17.86%
Industrials
13.26%
Healthcare
13.02%
Consumer Services
9%
Other
23.89%
SURE
Technology
24.35%
Finance
15.78%
Healthcare
11.05%
Consumer Cyclical.
10.8%
Industrials
10.68%
Other
27.34%
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Diversification
CGMM
Total weight of top 15 holdings out of 15
26.17%
SURE
Total weight of top 15 holdings out of 15
16.85%
Top 15 holdings
Data as of September 30, 2026
CGMM
Bloom Energy Corp.
2.34%
RenaissanceRe Holdings Ltd.
2.28%
US Foods Holding Corp.
2.03%
Exelon Corp.
2.03%
DoorDash, Inc.
1.93%
Tradeweb Markets, Inc.
1.87%
Block, Inc.
1.84%
Skyworks Solutions, Inc.
1.69%
US92892R1086
1.61%
Comfort Systems USA, Inc.
1.55%
Casey's General Stores, Inc.
1.50%
Cerebras Systems, Inc.
1.46%
Align Technology, Inc.
1.36%
Citizens Financial Group, Inc. (Rhode Island)
1.34%
Copart, Inc.
1.34%
SURE
Marathon Petroleum Corp.
1.41%
Fortinet, Inc.
1.38%
Freshworks, Inc.
1.26%
Stagwell, Inc.
1.19%
Valero Energy Corp.
1.14%
Exelixis, Inc.
1.11%
Dropbox, Inc.
1.06%
Science Applications International Corp.
1.05%
EverQuote, Inc.
1.04%
Crocs, Inc.
1.04%
Expeditors International of Washington, Inc.
1.04%
Dell Technologies, Inc.
1.04%
NVIDIA Corp.
1.03%
Murphy USA, Inc.
1.03%
Veeva Systems, Inc.
1.03%
Frequently asked questions about CGMM and SURE
How have the CGMM and SURE ETFs performed in 2026?
As of November 3, 2026, CGMM is up 9% year-to-date (YTD), while SURE has returned 24.89%. That puts SURE better performer ahead so far this year.
Which ETF is attracting more investor money: CGMM or SURE?
Year-to-date, the CGMM ETF saw +$2.37B in flows, compared to - for SURE.
Which ETF is more volatile: CGMM or SURE?
Over the past year, CGMM had a volatility of 15.77%, while SURE experienced 12.97%.
Which ETF is bigger: CGMM or SURE?
As of November 3, 2026, CGMM holds $3.61 B in assets under management (AUM), while SURE manages $60.42 M.
What sectors do the CGMM and SURE ETFs invest in?
CGMM leans toward sectors like Finance, Technology and Industrials. Meanwhile, SURE focuses on Technology, Finance and Healthcare.
What are the top holdings of the CGMM ETF and SURE ETF?
CGMM top holdings include Bloom Energy Corp., RenaissanceRe Holdings Ltd. and US Foods Holding Corp.. SURE holds in its top three: Marathon Petroleum Corp., Fortinet, Inc. and Freshworks, Inc..
Which ETF is more diversified: CGMM or SURE?
CGMM holds 117 securities with 26.17% of its assets in the top 15. SURE has 99 securities and a top 15 weight of 16.85%.
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Latest news about CGMM & SURE
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