CGGE vs VOO

CGGE vs VOO

Which is better, CGGE or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. CGGE is less concentrated, with 32.0% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: CGGE

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

MetricCGGEVOO
Expense Ratio0.47%0.03%Best
AUM$3.1B$997.4B
Dividend Yield0.36%1.04%
Holdings128509
YTD Return+7.44%+11.48%Best
1Y Return+12.08%+15.94%Best
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.66%
Volatility (annualized)11.1%Best12.0%
Max Drawdown-14.4%Best-18.7%
$10,000 over 2.2 years$13,796$14,171Best
Top 10 Weight32.0%Best37.6%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 25, 2024Sep 7, 2010

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 15, 2026 (2.2 years).

CGGE 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 2.2 years both funds cover.

CGGE vs VOO Performance

Capital Group Global Equity ETF (CGGE) is an ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CGGE returned +12.08% while VOO returned +15.94%. Year to date, CGGE is up 7.44% versus a gain of 11.48% 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 12.0% compared with 11.1% for CGGE. 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 -14.4% for CGGE 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGGE 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, CGGE currently yields 0.36% against 1.04% for VOO.

Holdings Overlap

CGGE already in VOO51.2%
VOO already in CGGE48.4%

51.2% of CGGE's money is in holdings VOO also owns. 48.4% of VOO's money is in holdings CGGE also owns.

The two portfolios partly overlap.

49 positions in common, counted across the 116 positions we hold weights for in CGGE and 494 in VOO, against full books of 128 and 509.

What only one of them owns

Our book lists 438 positions for VOO that do not appear in our book for CGGE (50.7% of the fund), and 7 for CGGE that do not appear in VOO (5.2%).

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 CGGEWeight in VOODifference
AAPLApple, Inc3.29%7.05%3.76%
NVDANvidia Corp2.28%7.55%5.27%
MSFTMicrosoft Corp4.00%5.36%1.36%
GOOGLAlphabet Inc,class A4.63%3.24%1.39%
AVGOBroadcom Inc4.28%2.86%1.42%
AMZNAmazon.Com Inc1.95%4.13%2.18%
JPMJpmorgan Chase2.39%1.46%0.93%
METAMeta Platforms Inc1.24%1.90%0.66%
MUMicron Technology, Inc.1.48%1.44%0.04%
GEGeneral Electric Co.2.03%0.58%1.45%

51.2% of CGGE 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.

CGGEVOO

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Frequently Asked Questions

Which is cheaper, CGGE or VOO?

CGGE 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, CGGE or VOO?

Over the past year CGGE returned +12.08% vs +15.94% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), CGGE annualized +15.75% vs +17.17% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGGE or VOO?

VOO has been the more volatile fund at 12.0% annualized versus 11.1% for CGGE. Worst drawdown: CGGE -14.4% vs VOO -18.7%.

Should I hold both CGGE and VOO?

CGGE and VOO 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 CGGE and VOO?

51.2% of CGGE's money is in holdings VOO also owns. 48.4% of VOO's is in holdings CGGE also owns. They hold 49 positions in common, counted across the 116 positions we hold weights for in CGGE and 494 in VOO.

Which pays a higher dividend, CGGE or VOO?

CGGE yields 0.36% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than CGGE?

VOO has a lower expense ratio. VOO led over 1Y and the full window. CGGE is less concentrated, with 32.0% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.