CGGE vs VTI
Capital Group Global Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, CGGE or VTI?
Large Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y and the full window. CGGE is less concentrated, with 32.7% of the fund in its ten largest positions against 33.3%.
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 | CGGE | VTI |
|---|---|---|
| Expense Ratio | 0.47% | 0.03%Best |
| AUM | $3.2B | $690.1B |
| Dividend Yield | 0.36% | 1.03% |
| Holdings | 116 | 3,524 |
| YTD Return | +10.79% | +14.72%Best |
| 1Y Return | +13.65% | +16.82%Best |
| 3Y Return (annualized) | - | +22.93% |
| 5Y Return (annualized) | - | +12.78% |
| Volatility (annualized) | 10.8%Best | 12.0% |
| Max Drawdown | -14.4%Best | -19.3% |
| $10,000 over 2.3 years | $14,318 | $14,701Best |
| Top 10 Weight | 32.7%Best | 33.3% |
| Fund Family | Capital Group (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jun 25, 2024 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 27, 2024 to Oct 6, 2026 (2.3 years).
CGGE vs VTI 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 2.3 years both funds cover.
CGGE vs VTI Performance
Capital Group Global Equity ETF (CGGE) is an ETF from Capital Group (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year CGGE returned +13.65% while VTI returned +16.82%. Year to date, CGGE is up 10.79% versus a gain of 14.72% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 10.8% 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 -19.3% for VTI. 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 VTI 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 1.03% for VTI.
Holdings Overlap
52.9% of CGGE's money is in holdings VTI also owns. 43.1% of VTI's money is in holdings CGGE also owns.
The two portfolios partly overlap.
53 positions in common, counted across the 116 positions we hold weights for in CGGE and 3,463 in VTI, against full books of 116 and 3,524.
What only one of them owns
Our book lists 1,097 positions for VTI that do not appear in our book for CGGE (54.4% of the fund), and 2 for CGGE that do not appear in VTI (2.8%).
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 CGGE | Weight in VTI | Difference |
|---|---|---|---|
| AAPLApple, Inc | 3.37% | 6.29% | 2.92% |
| MSFTMicrosoft Corp | 3.97% | 4.79% | 0.82% |
| NVDANvidia Corp | 2.29% | 6.40% | 4.11% |
| GOOGLAlphabet Inc,class A | 4.69% | 2.90% | 1.79% |
| AVGOBroadcom Inc | 4.30% | 2.56% | 1.74% |
| AMZNAmazon.Com Inc | 1.97% | 3.65% | 1.68% |
| JPMJpmorgan Chase | 2.40% | 1.31% | 1.09% |
| METAMeta Platforms Inc | 1.39% | 1.70% | 0.31% |
| MUMicron Technology, Inc. | 1.77% | 1.29% | 0.48% |
| GEGeneral Electric Co. | 1.99% | 0.52% | 1.47% |
52.9% of CGGE is already inside VTI.
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, CGGE or VTI?
CGGE has an expense ratio of 0.47% while VTI charges 0.03%. VTI is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, CGGE or VTI?
Over the past year CGGE returned +13.65% vs +16.82% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), CGGE annualized +16.89% vs +18.24% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGE or VTI?
VTI has been the more volatile fund at 12.0% annualized versus 10.8% for CGGE. Worst drawdown: CGGE -14.4% vs VTI -19.3%.
Should I hold both CGGE and VTI?
CGGE and VTI 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 VTI?
52.9% of CGGE's money is in holdings VTI also owns. 43.1% of VTI's is in holdings CGGE also owns. They hold 53 positions in common, counted across the 116 positions we hold weights for in CGGE and 3,463 in VTI.
Which pays a higher dividend, CGGE or VTI?
CGGE yields 0.36% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than CGGE?
VTI has a lower expense ratio. VTI led over 1Y and the full window. CGGE is less concentrated, with 32.7% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.