CGGE vs VXUS

CGGE vs VXUS

Which is better, CGGE or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricCGGEVXUS
Expense Ratio0.47%0.05%Best
AUM$3.1B$158.1B
Dividend Yield0.36%2.51%
Holdings1288,747
YTD Return+8.16%+13.03%Best
1Y Return+12.83%+20.20%Best
3Y Return (annualized)-+19.23%
5Y Return (annualized)-+8.73%
Volatility (annualized)11.1%Best11.5%
Max Drawdown-14.4%-13.6%Best
$10,000 over 2.2 years$13,893$15,122Best
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 25, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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 14, 2026 (2.2 years).

CGGE vs VXUS 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 VXUS Performance

Capital Group Global Equity ETF (CGGE) is an ETF from Capital Group (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year CGGE returned +12.83% while VXUS returned +20.20%. Year to date, CGGE is up 8.16% versus a gain of 13.03% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.5% 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 -13.6% for VXUS. 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 VXUS charges 0.05%. On a $10,000 position that is $47 vs $5 annually, a gap of $42 per year that compounds over a long holding period. On income, CGGE currently yields 0.36% against 2.51% for VXUS.

Holdings Overlap

CGGE already in VXUS26.8%

At least 26.8% of CGGE's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

CGGE and VXUS share little of their money.

38 positions in common, counted across the 116 positions we hold weights for in CGGE and 8,082 in VXUS, against full books of 128 and 8,747.

Top Shared Holdings

StockWeight in CGGEWeight in VXUSDifference
ASML:ASAsml Holding Nv2.59%1.42%1.17%
000660:KRSk Hynix Inc Common Stock KRW 50002.32%1.41%0.91%
AZN:LNAstraZeneca PLC1.43%0.57%0.86%
SAF:PASafran Sa1.69%0.30%1.39%
RR:LNRolls Royce Holdings Plc Common Stock Gbp.2 1.58%0.38%1.20%
UCG:MIUnicredit Spa1.22%0.32%0.90%
6501:JPHitachi Ltd|1590.95%0.32%0.63%
ENGIE:PAEngie Sa1.02%0.07%0.95%
NESN:SMNestle Sa0.46%0.58%0.12%
LVMH:PALvmh Moet Hennessy Louis Vuitton Se0.68%0.30%0.38%

26.8% of CGGE is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CGGEVXUS

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Frequently Asked Questions

Which is cheaper, CGGE or VXUS?

CGGE has an expense ratio of 0.47% while VXUS charges 0.05%. VXUS is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, CGGE or VXUS?

Over the past year CGGE returned +12.83% vs +20.20% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), CGGE annualized +16.12% vs +20.68% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGGE or VXUS?

VXUS has been the more volatile fund at 11.5% annualized versus 11.1% for CGGE. Worst drawdown: CGGE -14.4% vs VXUS -13.6%.

Should I hold both CGGE and VXUS?

CGGE and VXUS 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 VXUS?

At least 26.8% of CGGE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 38 positions in common, counted across the 116 positions we hold weights for in CGGE and 8,082 in VXUS.

Which pays a higher dividend, CGGE or VXUS?

CGGE yields 0.36% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than CGGE?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.