CGDG vs VOO
Capital Group Dividend Growers ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CGDG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $5.5B | $979.0B | |
| Dividend Yield | 2.27% | 1.09% | |
| Holdings | 108 | 509 | |
| YTD Return | +10.20% | +14.48% | |
| 1Y Return | +17.59% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 8.7% | 14.2% | |
| Max Drawdown | -10.5% | -34.3% | |
| Fund Family | Capital Group (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 26, 2023 | Sep 7, 2010 |
CGDG vs VOO Performance
Capital Group Dividend Growers ETF (CGDG) is a ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CGDG returned +17.59% while VOO returned +22.02%. Year to date, CGDG is up 10.20% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% 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 -34.3% for VOO. 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CGDG charges 0.47% per year while VOO 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 2.27% against 1.09% for VOO.
Holdings Overlap
CGDG and VOO share 46 holdings out of 561 unique holdings combined, representing a 15.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGDG or VOO?
CGDG has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, CGDG or VOO?
Over the past year CGDG returned +17.59% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), CGDG annualized +19.46% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, CGDG or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 8.7% for CGDG. Worst drawdown: CGDG -10.5% vs VOO -34.3%.
Should I hold both CGDG and VOO?
CGDG and VOO have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGDG and VOO?
CGDG and VOO share 46 common holdings with a 15.6% weight overlap. Combined, they hold 561 unique securities.
Which pays a higher dividend, CGDG or VOO?
CGDG yields 2.27% while VOO yields 1.09%, so CGDG currently pays the higher dividend yield.
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