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 77 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 Score8347
Value Score5266

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
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 0 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.