CGGG vs IVV

CGGG vs IVV

Which is better, CGGG or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 59.7%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: IVV

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

MetricCGGGIVV
Expense Ratio0.39%0.03%Best
AUM$66M$876.4B
Dividend Yield0.09%1.06%
Holdings44508
YTD Return-0.37%+12.51%Best
1Y Return-0.09%+17.57%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)16.5%12.0%Best
Max Drawdown-17.8%-8.9%Best
$10,000 over 1.2 years$10,996$12,616Best
Top 10 Weight59.7%37.9%Best
Fund FamilyCapital Group (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 24, 2025May 15, 2000

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 26, 2025 to Sep 11, 2026 (1.2 years).

CGGG vs IVV 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 1.2 years both funds cover.

CGGG vs IVV Performance

Capital Group US Large Growth ETF (CGGG) is an ETF from Capital Group (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CGGG returned -0.09% while IVV returned +17.57%. Year to date, CGGG is down 0.37% versus a gain of 12.51% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CGGG has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 12.0% for IVV. 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 -17.8% for CGGG and -8.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CGGG charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, CGGG currently yields 0.09% against 1.06% for IVV.

Holdings Overlap

CGGG already in IVV84.1%
IVV already in CGGG40.7%

84.1% of CGGG's money is in holdings IVV also owns. 40.7% of IVV's money is in holdings CGGG also owns.

Most of CGGG is already inside IVV. Owning both mostly buys the same companies twice.

29 positions in common, counted across the 42 positions we hold weights for in CGGG and 505 in IVV, against full books of 44 and 508.

What only one of them owns

Measured across the 42 and 505 positions we hold weights for.

IVV holds 466 positions CGGG does not, 58.6% of the fund.

Largest: GOOGL 3.19%, JPM 1.45%, BRK.B 1.43%, AMD 1.18%, XOM 0.94%

Top Shared Holdings

StockWeight in CGGGWeight in IVVDifference
NVDANvidia Corp.11.95%7.98%3.97%
GOOGAlphabet Inc10.28%2.56%7.72%
AVGOBroadcom Inc9.24%2.98%6.26%
MSFTMicrosoft Corp 4.100 Feb 06 376.02%5.44%0.58%
AAPLApple, Inc2.36%6.86%4.50%
METAMeta Platforms, Inc.5.33%1.94%3.39%
AMZNAmazon.Com Inc1.80%4.01%2.21%
MUMicron Technology, Inc.3.90%1.51%2.39%
APHAmphenol Corp. Class A4.38%0.32%4.06%
MAMastercard Inc3.61%0.69%2.92%

84.1% of CGGG is already inside IVV.

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

CGGGIVV

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Frequently Asked Questions

Which is cheaper, CGGG or IVV?

CGGG has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, CGGG or IVV?

Over the past year CGGG returned -0.09% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), CGGG annualized +8.23% vs +21.37% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGGG or IVV?

CGGG has been the more volatile fund at 16.5% annualized versus 12.0% for IVV. Worst drawdown: CGGG -17.8% vs IVV -8.9%.

Should I hold both CGGG and IVV?

CGGG and IVV have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between CGGG and IVV?

84.1% of CGGG's money is in holdings IVV also owns. 40.7% of IVV's is in holdings CGGG also owns. They hold 29 positions in common, counted across the 42 positions we hold weights for in CGGG and 505 in IVV.

Which pays a higher dividend, CGGG or IVV?

CGGG yields 0.09% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than CGGG?

IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 59.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.