CGGO vs VOO

CGGO vs VOO

Which is better, CGGO or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. CGGO led over 1Y, VOO over 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. CGGO is less concentrated, with 30.9% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: CGGO

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

MetricCGGOVOO
Expense Ratio0.47%0.03%Best
AUM$11.8B$997.4B
Dividend Yield0.99%1.04%
Holdings120509
YTD Return+13.60%Best+12.50%
1Y Return+20.30%Best+17.58%
3Y Return (annualized)+20.21%+21.27%Best
5Y Return (annualized)-+12.95%
Volatility (annualized)17.5%15.6%Best
Max Drawdown-24.9%-22.1%Best
$10,000 over 4.5 years$17,085$18,896Best
Top 10 Weight30.9%Best36.4%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionFeb 22, 2022Sep 7, 2010

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 11, 2026 (4.5 years).

CGGO vs VOO 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 VOO Performance

Capital Group Global Growth Equity ETF (CGGO) is an ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CGGO returned +20.30% while VOO returned +17.58%. Year to date, CGGO is up 13.60% versus a gain of 12.50% for VOO.

Over three years, CGGO compounded at +20.21% per year against +21.27% for VOO.

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 15.6% for VOO. 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 -22.1% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CGGO charges 0.47% per year while VOO charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, CGGO currently yields 0.99% against 1.04% for VOO.

Holdings Overlap

CGGO already in VOO44.2%
VOO already in CGGO42.7%

44.2% of CGGO's money is in holdings VOO also owns. 42.7% of VOO's money is in holdings CGGO also owns.

The two portfolios partly overlap.

41 positions in common, counted across the 105 positions we hold weights for in CGGO and 505 in VOO, against full books of 120 and 509.

What only one of them owns

Our book lists 455 positions for VOO that do not appear in our book for CGGO (56.7% of the fund), and 13 for CGGO that do not appear in VOO (8.4%).

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

StockWeight in CGGOWeight in VOODifference
NVDANvidia Corp.1.33%7.51%6.18%
AAPLApple, Inc0.96%6.59%5.63%
GOOGLAlphabet A Usd 0.0013.52%3.25%0.27%
AVGOBroadcom Inc3.48%2.77%0.71%
MSFTMicrosoft Corp 4.100 Feb 06 371.94%4.30%2.36%
MUMicron Technology, Inc.3.39%2.02%1.37%
AMZNAmazon.Com Inc1.45%3.62%2.17%
METAMeta Platforms, Inc.1.26%1.92%0.66%
WDCWestern Digital Corp.2.63%0.34%2.29%
LLYEli Lilly & Co.0.98%1.47%0.49%

44.2% of CGGO is already inside VOO.

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

CGGOVOO

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Frequently Asked Questions

Which is cheaper, CGGO or VOO?

CGGO has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, CGGO or VOO?

Over the past year CGGO returned +20.30% vs +17.58% for VOO, so CGGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGGO or VOO?

CGGO has been the more volatile fund at 17.5% annualized versus 15.6% for VOO. Worst drawdown: CGGO -24.9% vs VOO -22.1%.

Should I hold both CGGO and VOO?

CGGO and VOO have a monthly-return correlation of 0.91, 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 CGGO and VOO?

44.2% of CGGO's money is in holdings VOO also owns. 42.7% of VOO's is in holdings CGGO also owns. They hold 41 positions in common, counted across the 105 positions we hold weights for in CGGO and 505 in VOO.

Which pays a higher dividend, CGGO or VOO?

CGGO yields 0.99% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than CGGO?

VOO has a lower expense ratio. CGGO led over 1Y, VOO over 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. CGGO is less concentrated, with 30.9% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.