CGGG vs SPY
Capital Group US Large Growth ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CGGG | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.09% | |
| AUM | $74M | $821.1B | |
| Dividend Yield | 0.09% | 1.01% | |
| Holdings | 88 | 505 | |
| YTD Return | -0.28% | +12.68% | |
| 1Y Return | +5.20% | +21.82% | |
| 3Y Return (annualized) | - | +21.98% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 17.1% | 15.3% | |
| Max Drawdown | -17.8% | -56.5% | |
| Fund Family | Capital Group (US) | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jun 24, 2025 | Jan 22, 1993 |
CGGG vs SPY Performance
Capital Group US Large Growth ETF (CGGG) is a ETF from Capital Group (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year CGGG returned +5.20% while SPY returned +21.82%. Year to date, CGGG is down 0.28% versus a gain of 12.68% for SPY.
Risk: Volatility and Drawdowns
CGGG has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 15.3% for SPY. 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 -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, CGGG currently yields 0.09% against 1.01% for SPY.
Holdings Overlap
CGGG and SPY share 30 holdings out of 516 unique holdings combined, representing a 33.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGGG or SPY?
CGGG has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, CGGG or SPY?
Over the past year CGGG returned +5.20% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), CGGG annualized +8.74% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, CGGG or SPY?
CGGG has been the more volatile fund at 17.1% annualized versus 15.3% for SPY. Worst drawdown: CGGG -17.8% vs SPY -56.5%.
Should I hold both CGGG and SPY?
CGGG and SPY have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between CGGG and SPY?
CGGG and SPY share 30 common holdings with a 33.3% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, CGGG or SPY?
CGGG yields 0.09% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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