CGDG vs VOO
Capital Group Dividend Growers ETF vs Vanguard S&P 500 ETF
Which is better, CGDG or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. CGDG is less concentrated, with 25.6% of the fund in its ten largest positions against 36.4%.
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 | CGDG | VOO |
|---|---|---|
| Expense Ratio | 0.47% | 0.03%Best |
| AUM | $5.7B | $997.4B |
| Dividend Yield | 2.22% | 1.04% |
| Holdings | 110 | 509 |
| YTD Return | +7.44% | +11.55%Best |
| 1Y Return | +13.05% | +17.54%Best |
| 3Y Return (annualized) | +17.89% | +20.71%Best |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 8.7%Best | 12.5% |
| Max Drawdown | -10.5%Best | -18.7% |
| $10,000 over 3 years | $16,384 | $18,523Best |
| Top 10 Weight | 25.6%Best | 36.4% |
| Fund Family | Capital Group (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 26, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 28, 2023 to Sep 10, 2026 (3 years).
CGDG vs VOO 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 3 years both funds cover.
CGDG vs VOO Performance
Capital Group Dividend Growers ETF (CGDG) is an ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CGDG returned +13.05% while VOO returned +17.54%. Year to date, CGDG is up 7.44% versus a gain of 11.55% for VOO.
Over three years, CGDG compounded at +17.89% per year against +20.71% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.5% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 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 2.22% against 1.04% for VOO.
Holdings Overlap
47.3% of CGDG's money is in holdings VOO also owns. 19.5% of VOO's money is in holdings CGDG also owns.
The two portfolios partly overlap.
42 positions in common, counted across the 103 positions we hold weights for in CGDG and 505 in VOO, against full books of 110 and 509.
What only one of them owns
Our book lists 455 positions for VOO that do not appear in our book for CGDG (80.0% of the fund), and 6 for CGDG that do not appear in VOO (4.6%).
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
| Stock | Weight in CGDG | Weight in VOO | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 4.52% | 2.77% | 1.75% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 0.93% | 4.30% | 3.37% |
| PMPhilip Morris International Inc. | 3.86% | 0.44% | 3.42% |
| ABBVAbbvie Inc. | 1.86% | 0.69% | 1.17% |
| JPMJpmorgan Chase & Co. | 1.17% | 1.26% | 0.09% |
| WELLWelltower Inc | 2.16% | 0.25% | 1.91% |
| RTXRaytheon Technologies Corp | 1.70% | 0.40% | 1.30% |
| XOMExxon Mobil Corp. | 0.95% | 0.88% | 0.07% |
| JNJJohnson & Johnson | 0.80% | 0.95% | 0.15% |
| MRKMerck & Co. Inc. | 1.23% | 0.49% | 0.74% |
47.3% of CGDG is already inside VOO.
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, CGDG or VOO?
CGDG has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, CGDG or VOO?
Over the past year CGDG returned +13.05% vs +17.54% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGDG or VOO?
VOO has been the more volatile fund at 12.5% annualized versus 8.7% for CGDG. Worst drawdown: CGDG -10.5% vs VOO -18.7%.
Should I hold both CGDG and VOO?
CGDG and VOO have a monthly-return correlation of 0.70, 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 CGDG and VOO?
47.3% of CGDG's money is in holdings VOO also owns. 19.5% of VOO's is in holdings CGDG also owns. They hold 42 positions in common, counted across the 103 positions we hold weights for in CGDG and 505 in VOO.
Which pays a higher dividend, CGDG or VOO?
CGDG yields 2.22% while VOO yields 1.04%, so CGDG currently pays the higher dividend yield.
Is VOO better than CGDG?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. CGDG is less concentrated, with 25.6% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.