CGW vs FTGS

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Quick Verdict

CGW has a lower expense ratio. CGW delivered stronger 1-year returns. CGW offers more diversification with 60 holdings.

Side-by-Side Comparison

MetricCGWFTGS
Fund FamilyInvesco (US)First Trust Portfolios (US)
Expense Ratio0.59%0.60%
AUM$1.0B$1.2B
Dividend Yield1.45%0.16%
Holdings Count7751
Inception Date2007-05-142022-10-25
Investment StyleMid Cap BlendLarge Cap Growth
1-Month Return+4.39%+1.50%
YTD Return+7.98%+1.44%
1-Year Return+23.15%+10.72%
3-Year Return+12.85%+18.08%
5-Year Return+8.95%-
10-Year Return+11.62%-
Buy Score8171
Momentum Score7947
Value Score5266

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
110
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or FTGS?

CGW has an expense ratio of 0.59% while FTGS charges 0.60%. CGW is the cheaper option, saving you money on management fees over time.

Do CGW and FTGS hold the same stocks?

CGW and FTGS share 0 common holdings with a 0.0% weight overlap. They hold 110 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CGW or FTGS?

Over the past year, CGW returned +23.15% while FTGS returned +10.72%. CGW outperformed over this period. Past performance does not guarantee future results.