CGW vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricCGWSPGM
Fund FamilyInvesco (US)SPDR State Street Global Advisors
Expense Ratio0.59%0.09%
AUM$1.0B$1.5B
Dividend Yield1.45%1.80%
Holdings Count772,954
Inception Date2007-05-142012-02-27
Investment StyleMid Cap BlendLarge Cap Blend
1-Month Return+4.39%+3.34%
YTD Return+7.98%+2.71%
1-Year Return+23.15%+23.81%
3-Year Return+12.85%+19.04%
5-Year Return+8.95%+12.35%
10-Year Return+11.62%+5.47%
Buy Score8176
Momentum Score8359
Value Score5271

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 SPGM?

CGW has an expense ratio of 0.59% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do CGW and SPGM hold the same stocks?

CGW and SPGM 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 SPGM?

Over the past year, CGW returned +23.15% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.