CGDG vs IVV
Capital Group Dividend Growers ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CGDG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $5.7B | $907.0B | |
| Dividend Yield | 2.24% | 1.10% | |
| Holdings | 102 | 508 | |
| YTD Return | +9.75% | +12.71% | |
| 1Y Return | +17.21% | +21.89% | |
| 3Y Return (annualized) | +19.13% | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 8.7% | 15.1% | |
| Max Drawdown | -10.5% | -56.5% | |
| Fund Family | Capital Group (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 26, 2023 | May 15, 2000 |
CGDG vs IVV Performance
Capital Group Dividend Growers ETF (CGDG) is a ETF from Capital Group (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CGDG returned +17.21% while IVV returned +21.89%. Year to date, CGDG is up 9.75% versus a gain of 12.71% for IVV.
Over three years, CGDG compounded at +19.13% per year against +22.08% for IVV. Across the full 3-year window we track, CGDG has the edge at +19.13% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.7% for CGDG. 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 -10.5% for CGDG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGDG charges 0.47% per year while IVV charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, CGDG currently yields 2.24% against 1.10% for IVV.
Holdings Overlap
CGDG and IVV share 40 holdings out of 568 unique holdings combined, representing a 15.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGDG or IVV?
CGDG has an expense ratio of 0.47% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, CGDG or IVV?
Over the past year CGDG returned +17.21% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), CGDG annualized +19.13% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, CGDG or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 8.7% for CGDG. Worst drawdown: CGDG -10.5% vs IVV -56.5%.
Should I hold both CGDG and IVV?
CGDG and IVV have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGDG and IVV?
CGDG and IVV share 40 common holdings with a 15.8% weight overlap. Combined, they hold 568 unique securities.
Which pays a higher dividend, CGDG or IVV?
CGDG yields 2.24% while IVV yields 1.10%, so CGDG currently pays the higher dividend yield.
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