CGGO vs SCHD
Capital Group Global Growth Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. CGGO offers more diversification with 119 holdings.
Side-by-Side Comparison
| Metric | CGGO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.06% | |
| AUM | $12.0B | $108.7B | |
| Dividend Yield | 1.02% | 3.13% | |
| Holdings | 119 | 104 | |
| YTD Return | +15.39% | +28.63% | |
| 1Y Return | +25.57% | +32.53% | |
| 3Y Return (annualized) | +20.95% | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | 17.6% | 13.7% | |
| Max Drawdown | -24.9% | -33.4% | |
| Fund Family | Capital Group (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 22, 2022 | Oct 20, 2011 |
CGGO vs SCHD Performance
Capital Group Global Growth Equity ETF (CGGO) is a ETF from Capital Group (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CGGO returned +25.57% while SCHD returned +32.53%. Year to date, CGGO is up 15.39% versus a gain of 28.63% for SCHD.
Over three years, CGGO compounded at +20.95% per year against +16.97% for SCHD. Across the full 5-year window we track, CGGO has the edge at +13.23% annualized vs +11.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGGO has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 13.7% 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 -33.4% for SCHD. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.02% against 3.13% for SCHD.
Holdings Overlap
CGGO and SCHD share 1 holdings out of 204 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CGGO | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 1.19% | 4.11% | 2.92% |
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. On a $10,000 investment, that is $41 per year of difference.
Which performed better, CGGO or SCHD?
Over the past year CGGO returned +25.57% vs +32.53% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), CGGO annualized +13.23% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, CGGO or SCHD?
CGGO has been the more volatile fund at 17.6% annualized versus 13.7% for SCHD. Worst drawdown: CGGO -24.9% vs SCHD -33.4%.
Should I hold both CGGO and SCHD?
CGGO and SCHD have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGGO and SCHD?
CGGO and SCHD share 1 common holdings with a 1.2% weight overlap. Combined, they hold 204 unique securities.
Which pays a higher dividend, CGGO or SCHD?
CGGO yields 1.02% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.