CGGO vs SCHD
Capital Group Global Growth Equity ETF vs Schwab US Dividend Equity ETF
Which is better, CGGO or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. CGGO led over 3Y and the full window, SCHD over 1Y. CGGO is less concentrated, with 30.9% of the fund in its ten largest positions against 41.8%.
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 | CGGO | SCHD |
|---|---|---|
| Expense Ratio | 0.47% | 0.06%Best |
| AUM | $11.8B | $112.1B |
| Dividend Yield | 0.99% | 3.00% |
| Holdings | 120 | 103 |
| YTD Return | +12.86% | +24.59%Best |
| 1Y Return | +20.85% | +28.14%Best |
| 3Y Return (annualized) | +19.65%Best | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 17.5% | 14.9%Best |
| Max Drawdown | -24.9% | -16.1%Best |
| $10,000 over 4.5 years | $16,983Best | $15,897 |
| Top 10 Weight | 30.9%Best | 41.8% |
| Fund Family | Capital Group (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Feb 22, 2022 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Feb 24, 2022 to Sep 10, 2026 (4.5 years).
CGGO 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 4.5 years both funds cover.
CGGO vs SCHD Performance
Capital Group Global Growth Equity ETF (CGGO) 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 CGGO returned +20.85% while SCHD returned +28.14%. Year to date, CGGO is up 12.86% versus a gain of 24.59% for SCHD.
Over three years, CGGO compounded at +19.65% per year against +15.58% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGGO has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 14.9% 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 -24.9% for CGGO and -16.1% 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 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CGGO charges 0.47% per year while SCHD charges 0.06%. On a $10,000 position that is $47 vs $6 annually, a gap of $41 per year that compounds over a long holding period. On income, CGGO currently yields 0.99% against 3.00% for SCHD.
Holdings Overlap
1.1% of CGGO's money is in holdings SCHD also owns. 3.8% of SCHD's money is in holdings CGGO also owns.
SCHD and CGGO share little of their money.
1 positions in common, counted across the 105 positions we hold weights for in CGGO and 100 in SCHD, against full books of 120 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for CGGO (96.1% of the fund), and 53 for CGGO that do not appear in SCHD (51.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CGGO | Weight in SCHD | Difference |
|---|---|---|---|
| UNHUnitedhealth Group Inc. | 1.13% | 3.82% | 2.69% |
You are not choosing between two funds in isolation.
Whichever of CGGO 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, CGGO or SCHD?
CGGO has an expense ratio of 0.47% while SCHD charges 0.06%. SCHD is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, CGGO or SCHD?
Over the past year CGGO returned +20.85% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGO or SCHD?
CGGO has been the more volatile fund at 17.5% annualized versus 14.9% for SCHD. Worst drawdown: CGGO -24.9% vs SCHD -16.1%.
Should I hold both CGGO and SCHD?
CGGO and SCHD have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CGGO and SCHD?
3.8% of SCHD's money is in holdings CGGO also owns. 3.8% of SCHD's is in holdings CGGO also owns. They hold 1 positions in common, counted across the 105 positions we hold weights for in CGGO and 100 in SCHD.
Which pays a higher dividend, CGGO or SCHD?
CGGO yields 0.99% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CGGO?
SCHD has a lower expense ratio. CGGO led over 3Y and the full window, SCHD over 1Y. CGGO is less concentrated, with 30.9% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.