CGGE vs VYM
Capital Group Global Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, CGGE or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 32.0%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.47% | 0.04%Best |
| AUM | $3.1B | $81.6B |
| Dividend Yield | 0.36% | 2.22% |
| Holdings | 128 | 613 |
| YTD Return | +8.16% | +13.08%Best |
| 1Y Return | +12.83% | +17.46%Best |
| 3Y Return (annualized) | - | +17.73% |
| 5Y Return (annualized) | - | +12.22% |
| Volatility (annualized) | 11.1% | 10.2%Best |
| Max Drawdown | -14.4%Best | -14.5% |
| $10,000 over 2.2 years | $13,893 | $14,366Best |
| Top 10 Weight | 32.0% | 26.1%Best |
| Fund Family | Capital Group (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 25, 2024 | Nov 10, 2006 |
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 VYM 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 VYM Performance
Capital Group Global Equity ETF (CGGE) is an ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CGGE returned +12.83% while VYM returned +17.46%. Year to date, CGGE is up 8.16% versus a gain of 13.08% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGGE has been the more volatile fund, with annualized monthly volatility of 11.1% compared with 10.2% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGGE charges 0.47% per year while VYM charges 0.04%. On a $10,000 position that is $47 vs $4 annually, a gap of $43 per year that compounds over a long holding period. On income, CGGE currently yields 0.36% against 2.22% for VYM.
Holdings Overlap
16.2% of CGGE's money is in holdings VYM also owns. 22.5% of VYM's money is in holdings CGGE also owns.
VYM and CGGE share little of their money.
18 positions in common, counted across the 116 positions we hold weights for in CGGE and 557 in VYM, against full books of 128 and 613.
What only one of them owns
Our book lists 510 positions for VYM that do not appear in our book for CGGE (74.6% of the fund), and 38 for CGGE that do not appear in VYM (40.1%).
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 VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 4.28% | 7.35% | 3.07% |
| JPMJpmorgan Chase | 2.39% | 3.82% | 1.43% |
| XOMExxon Mobil Corp. | 0.47% | 2.63% | 2.16% |
| ABBVAbbvie Inc. | 0.56% | 1.80% | 1.24% |
| PMPhilip Morris International Inc. | 1.12% | 1.21% | 0.09% |
| MRKMerck & Company Inc | 0.56% | 1.31% | 0.75% |
| LINLinde Plc Ordinary Shares | 0.68% | 0.90% | 0.22% |
| ABTAbbott Laboratories | 0.74% | 0.74% | 0.00% |
| AMGNAmgen Inc. | 0.68% | 0.78% | 0.10% |
| RCLRoyal Caribbean Cruises | 0.88% | 0.32% | 0.56% |
22.5% of VYM is already inside CGGE.
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 VYM?
CGGE has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, CGGE or VYM?
Over the past year CGGE returned +12.83% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), CGGE annualized +16.12% vs +17.90% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGE or VYM?
CGGE has been the more volatile fund at 11.1% annualized versus 10.2% for VYM. Worst drawdown: CGGE -14.4% vs VYM -14.5%.
Should I hold both CGGE and VYM?
CGGE and VYM have a monthly-return correlation of 0.73, 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 VYM?
22.5% of VYM's money is in holdings CGGE also owns. 22.5% of VYM's is in holdings CGGE also owns. They hold 18 positions in common, counted across the 116 positions we hold weights for in CGGE and 557 in VYM.
Which pays a higher dividend, CGGE or VYM?
CGGE yields 0.36% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than CGGE?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 32.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.