CGCV vs VYM

CGCV vs VYM

Which is better, CGCV or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.5%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricCGCVVYM
Expense Ratio0.33%0.04%Best
AUM$2.0B$81.6B
Dividend Yield1.45%2.22%
Holdings75613
YTD Return+7.62%+13.91%Best
1Y Return+11.07%+17.57%Best
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)9.8%Best10.1%
Max Drawdown-13.1%Best-14.5%
$10,000 over 2.2 years$13,553$14,492Best
Top 10 Weight32.5%25.9%Best
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJun 25, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 27, 2024 to Sep 11, 2026 (2.2 years).

CGCV vs VYM 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 2.2 years both funds cover.

CGCV vs VYM Performance

Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CGCV returned +11.07% while VYM returned +17.57%. Year to date, CGCV is up 7.62% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.1% compared with 9.8% for CGCV. 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 -13.1% for CGCV and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CGCV charges 0.33% per year while VYM charges 0.04%. On a $10,000 position that is $33 vs $4 annually, a gap of $29 per year that compounds over a long holding period. On income, CGCV currently yields 1.45% against 2.22% for VYM.

Holdings Overlap

CGCV already in VYM61.5%
VYM already in CGCV43.7%

61.5% of CGCV's money is in holdings VYM also owns. 43.7% of VYM's money is in holdings CGCV also owns.

The two portfolios partly overlap.

48 positions in common, counted across the 73 positions we hold weights for in CGCV and 603 in VYM, against full books of 75 and 613.

What only one of them owns

Our book lists 520 positions for VYM that do not appear in our book for CGCV (53.8% of the fund), and 21 for CGCV that do not appear in VYM (33.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CGCVWeight in VYMDifference
AVGOBroadcom Inc4.48%7.29%2.81%
JPMJpmorgan Chase & Co.2.51%3.38%0.87%
CSCOCisco Systems Inc. - Ordinary Shares2.97%1.93%1.04%
PMPhilip Morris International Inc.3.28%1.17%2.11%
ABBVAbbvie Inc.2.30%1.85%0.45%
XOMExxon Mobil Corp.1.75%2.36%0.61%
JNJJohnson & Johnson1.27%2.54%1.27%
HDHome Depot Inc/The1.87%1.46%0.41%
SBUXStarbucks Corp2.64%0.48%2.16%
KOCoca Cola Co.1.65%1.31%0.34%

61.5% of CGCV is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CGCVVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGCV or VYM?

CGCV has an expense ratio of 0.33% while VYM charges 0.04%. VYM is the cheaper option, by $29 a year on a $10,000 investment.

Which performed better, CGCV or VYM?

Over the past year CGCV returned +11.07% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), CGCV annualized +14.82% vs +18.37% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGCV or VYM?

VYM has been the more volatile fund at 10.1% annualized versus 9.8% for CGCV. Worst drawdown: CGCV -13.1% vs VYM -14.5%.

Should I hold both CGCV and VYM?

CGCV and VYM have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between CGCV and VYM?

61.5% of CGCV's money is in holdings VYM also owns. 43.7% of VYM's is in holdings CGCV also owns. They hold 48 positions in common, counted across the 73 positions we hold weights for in CGCV and 603 in VYM.

Which pays a higher dividend, CGCV or VYM?

CGCV yields 1.45% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than CGCV?

VYM has a lower expense ratio. VYM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.