ARKW vs CGGR
ARK Next Generation Technology ETF vs Capital Group Growth ETF
Which is better, ARKW or CGGR?
Each has led over a different period.
CGGR has a lower expense ratio. ARKW led over 3Y, CGGR over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ARKW | CGGR |
|---|---|---|
| Expense Ratio | 0.76% | 0.39%Best |
| AUM | $2.0B | $25.9B |
| Dividend Yield | 1.60% | 0.15% |
| Holdings | 86 | 203 |
| YTD Return | -2.35% | +4.15%Best |
| 1Y Return | -9.93% | +4.97%Best |
| 3Y Return (annualized) | +35.75%Best | +22.43% |
| 5Y Return (annualized) | -0.21% | - |
| Volatility (annualized) | 40.8% | 19.2%Best |
| Max Drawdown | -61.2% | -28.9%Best |
| $10,000 over 4.7 years | $17,739 | $19,099Best |
| Fund Family | Ark Invest | Capital Group (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 2014 | Feb 22, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Feb 24, 2022 to Nov 11, 2026 (4.7 years).
ARKW vs CGGR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.7 years both funds cover.
ARKW vs CGGR Performance
ARK Next Generation Technology ETF (ARKW) is an ETF from Ark Invest and Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US). Over the past year ARKW returned -9.93% while CGGR returned +4.97%. Year to date, ARKW is down 2.35% versus a gain of 4.15% for CGGR.
Over three years, ARKW compounded at +35.75% per year against +22.43% for CGGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKW has been the more volatile fund, with annualized monthly volatility of 40.8% compared with 19.2% for CGGR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -61.2% for ARKW and -28.9% for CGGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKW charges 0.76% per year while CGGR charges 0.39%. On a $10,000 position that is $76 vs $39 annually, a gap of $37 per year that compounds over a long holding period. On income, ARKW currently yields 1.60% against 0.15% for CGGR.
Holdings Overlap
At least 33.9% of CGGR's money is in holdings ARKW also owns.
Stated as a floor: for ARKW, our book for it covers 94.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
15 positions in common, counted across the 39 positions we hold weights for in ARKW and 96 in CGGR, against full books of 86 and 203.
Top Shared Holdings
| Stock | Weight in ARKW | Weight in CGGR | Difference |
|---|---|---|---|
| METAMeta Platforms Inc | 5.35% | 6.79% | 1.44% |
| TSLATesla Inc | 7.42% | 4.17% | 3.25% |
| NVDANvidia Corp | 4.19% | 4.75% | 0.56% |
| AVGOBroadcom Inc | 2.54% | 4.36% | 1.82% |
| AMZNAmazon.Com Inc | 4.22% | 2.45% | 1.77% |
| GOOGAlphabet Inc. C | 3.28% | 3.30% | 0.02% |
| SHOP:CAShopify Inc | 4.67% | 1.73% | 2.94% |
| NETCloudflare Inc (180 Day Lockup) | 2.25% | 2.33% | 0.08% |
| HOODRobinhood Markets Inc - A | 4.13% | 0.22% | 3.91% |
| SPCXSpace Exploration Technologies | 3.73% | 0.18% | 3.55% |
33.9% of CGGR is already inside ARKW.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ARKW or CGGR?
ARKW has an expense ratio of 0.76% while CGGR charges 0.39%. CGGR is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, ARKW or CGGR?
Over the past year ARKW returned -9.93% vs +4.97% for CGGR, so CGGR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKW or CGGR?
ARKW has been the more volatile fund at 40.8% annualized versus 19.2% for CGGR. Worst drawdown: ARKW -61.2% vs CGGR -28.9%.
Should I hold both ARKW and CGGR?
ARKW and CGGR have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ARKW and CGGR?
At least 33.9% of CGGR's money is in holdings ARKW also owns. Our book for ARKW is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 39 positions we hold weights for in ARKW and 96 in CGGR.
Which pays a higher dividend, ARKW or CGGR?
ARKW yields 1.60% while CGGR yields 0.15%, so ARKW currently pays the higher dividend yield.
Is CGGR better than ARKW?
CGGR has a lower expense ratio. ARKW led over 3Y, CGGR over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.