CGGG vs SCHD
Capital Group US Large Growth ETF vs Schwab US Dividend Equity ETF
Which is better, CGGG or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 59.9%.
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 | CGGG | SCHD |
|---|---|---|
| Expense Ratio | 0.39% | 0.06%Best |
| AUM | $66M | $112.1B |
| Dividend Yield | 0.09% | 3.00% |
| Holdings | 44 | 103 |
| YTD Return | -1.35% | +25.88%Best |
| 1Y Return | -1.76% | +30.22%Best |
| 3Y Return (annualized) | - | +16.05% |
| 5Y Return (annualized) | - | +10.17% |
| Volatility (annualized) | 16.6% | 12.5%Best |
| Max Drawdown | -17.8% | -4.6%Best |
| $10,000 over 1.2 years | $10,882 | $13,430Best |
| Top 10 Weight | 59.9% | 41.8%Best |
| Fund Family | Capital Group (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 24, 2025 | Oct 20, 2011 |
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 14, 2026 (1.2 years).
CGGG vs SCHD 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 SCHD Performance
Capital Group US Large Growth ETF (CGGG) is an ETF from Capital Group (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CGGG returned -1.76% while SCHD returned +30.22%. Year to date, CGGG is down 1.35% versus a gain of 25.88% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGGG has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 12.5% for SCHD. 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 -4.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.08. They move largely independently of each other.
Fees and Cost Over Time
CGGG charges 0.39% per year while SCHD charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period. On income, CGGG currently yields 0.09% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 42 holdings in CGGG and 100 in SCHD, totalling 99.9% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 42 positions we hold weights for in CGGG and 100 in SCHD, against full books of 44 and 103.
What only one of them owns
Measured across the 42 and 100 positions we hold weights for.
SCHD holds 99 positions CGGG does not, 99.9% of the fund.
Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%
You are not choosing between two funds in isolation.
Whichever of CGGG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CGGG or SCHD?
CGGG has an expense ratio of 0.39% while SCHD charges 0.06%. SCHD is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, CGGG or SCHD?
Over the past year CGGG returned -1.76% vs +30.22% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), CGGG annualized +7.30% vs +27.86% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGG or SCHD?
CGGG has been the more volatile fund at 16.6% annualized versus 12.5% for SCHD. Worst drawdown: CGGG -17.8% vs SCHD -4.6%.
Should I hold both CGGG and SCHD?
CGGG and SCHD have a monthly-return correlation of 0.08, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CGGG or SCHD?
CGGG yields 0.09% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CGGG?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 59.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.