CGGG vs SPY

CGGG vs SPY

Which is better, CGGG or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 59.9%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

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

MetricCGGGSPY
Expense Ratio0.39%0.09%Best
AUM$66M$804.7B
Dividend Yield0.09%0.98%
Holdings44505
YTD Return-1.35%+11.97%Best
1Y Return-1.76%+16.40%Best
3Y Return (annualized)-+21.10%
5Y Return (annualized)-+12.88%
Volatility (annualized)16.6%12.0%Best
Max Drawdown-17.8%-8.9%Best
$10,000 over 1.2 years$10,882$12,530Best
Top 10 Weight59.9%37.8%Best
Fund FamilyCapital Group (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 24, 2025Jan 22, 1993

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 SPY 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 SPY Performance

Capital Group US Large Growth ETF (CGGG) is an ETF from Capital Group (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year CGGG returned -1.76% while SPY returned +16.40%. Year to date, CGGG is down 1.35% versus a gain of 11.97% for SPY.

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 12.0% 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 -8.9% for SPY. 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 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 0.98% for SPY.

Holdings Overlap

CGGG already in SPY85.5%
SPY already in CGGG40.9%

85.5% of CGGG's money is in holdings SPY also owns. 40.9% of SPY's money is in holdings CGGG also owns.

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

30 positions in common, counted across the 42 positions we hold weights for in CGGG and 504 in SPY, against full books of 44 and 505.

What only one of them owns

Measured across the 42 and 504 positions we hold weights for.

SPY holds 467 positions CGGG does not, 58.4% of the fund.

Largest: GOOGL 2.99%, JPM 1.45%, BRK.B 1.40%, AMD 1.14%, XOM 1.04%

Top Shared Holdings

StockWeight in CGGGWeight in SPYDifference
NVDANvidia Corp12.22%8.01%4.21%
GOOGAlphabet Inc9.78%2.39%7.39%
MSFTMicrosoft Corp6.38%5.66%0.72%
AVGOBroadcom Inc8.42%2.66%5.76%
AAPLApple, Inc2.55%7.26%4.71%
METAMeta Platforms Inc5.40%1.93%3.47%
MUMicron Technology, Inc.4.21%1.60%2.61%
AMZNAmazon.Com Inc1.74%3.79%2.05%
APHAmphenol Corp. Class A4.28%0.31%3.97%
MAMastercard Inc3.79%0.71%3.08%

85.5% of CGGG is already inside SPY.

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

CGGGSPY

Free for up to 10 holdings. No account needed.

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, by $30 a year on a $10,000 investment.

Which performed better, CGGG or SPY?

Over the past year CGGG returned -1.76% vs +16.40% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), CGGG annualized +7.30% vs +20.68% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGGG or SPY?

CGGG has been the more volatile fund at 16.6% annualized versus 12.0% for SPY. Worst drawdown: CGGG -17.8% vs SPY -8.9%.

Should I hold both CGGG and SPY?

CGGG and SPY 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 SPY?

85.5% of CGGG's money is in holdings SPY also owns. 40.9% of SPY's is in holdings CGGG also owns. They hold 30 positions in common, counted across the 42 positions we hold weights for in CGGG and 504 in SPY.

Which pays a higher dividend, CGGG or SPY?

CGGG yields 0.09% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than CGGG?

SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. SPY is less concentrated, with 37.8% 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.