CGGO vs QQQ

CGGO vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. CGGO offers more diversification with 119 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: CGGO

Side-by-Side Comparison

MetricCGGOQQQWinner
Expense Ratio0.47%0.18%
AUM$12.0B$496.3B
Dividend Yield1.02%0.44%
Holdings119108
YTD Return+16.02%+16.64%
1Y Return+26.87%+27.27%
3Y Return (annualized)+21.20%+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)17.6%30.6%
Max Drawdown-24.9%-83.0%
Fund FamilyCapital Group (US)Invesco (US)
CategoryEquityEquity
InceptionFeb 22, 2022Mar 10, 1999

CGGO vs QQQ Performance

Capital Group Global Growth Equity ETF (CGGO) is a ETF from Capital Group (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CGGO returned +26.87% while QQQ returned +27.27%. Year to date, CGGO is up 16.02% versus a gain of 16.64% for QQQ.

Over three years, CGGO compounded at +21.20% per year against +25.96% for QQQ. Across the full 5-year window we track, CGGO has the edge at +13.35% annualized vs +13.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.6% for CGGO. 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 -24.9% for CGGO and -83.0% for QQQ. 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGGO charges 0.47% per year while QQQ charges 0.18%. On a $10,000 position that is $47 vs $18 annually, a gap of $29 per year that compounds over a long holding period. On income, CGGO currently yields 1.02% against 0.44% for QQQ.

Holdings Overlap

24.4%overlap

CGGO and QQQ share 24 holdings out of 183 unique holdings combined, representing a 24.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CGGOWeight in QQQDifference
NVDA1.28%8.44%7.16%
MU4.82%4.43%0.39%
AAPL0.97%7.27%6.30%
MSFTProProPro
GOOGLProProPro
AVGOProProPro
AMZNProProPro
METAProProPro
WDCProProPro
ASL:ASProProPro
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Frequently Asked Questions

Which is cheaper, CGGO or QQQ?

CGGO has an expense ratio of 0.47% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

Which performed better, CGGO or QQQ?

Over the past year CGGO returned +26.87% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), CGGO annualized +13.35% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, CGGO or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 17.6% for CGGO. Worst drawdown: CGGO -24.9% vs QQQ -83.0%.

Should I hold both CGGO and QQQ?

CGGO and QQQ have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGGO and QQQ?

CGGO and QQQ share 24 common holdings with a 24.4% weight overlap. Combined, they hold 183 unique securities.

Which pays a higher dividend, CGGO or QQQ?

CGGO yields 1.02% while QQQ yields 0.44%, so CGGO currently pays the higher dividend yield.

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