CGGO vs VYM

CGGO vs VYM

Which is better, CGGO or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. CGGO led over 1Y and 3Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 30.9%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricCGGOVYM
Expense Ratio0.47%0.04%Best
AUM$11.8B$81.6B
Dividend Yield0.99%2.22%
Holdings120613
YTD Return+13.60%+13.91%Best
1Y Return+20.30%Best+17.57%
3Y Return (annualized)+20.21%Best+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)17.5%13.8%Best
Max Drawdown-24.9%-15.8%Best
$10,000 over 4.5 years$17,085$17,208Best
Top 10 Weight30.9%25.9%Best
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionFeb 22, 2022Nov 10, 2006

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 VYM 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 VYM Performance

Capital Group Global Growth Equity ETF (CGGO) is an ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CGGO returned +20.30% while VYM returned +17.57%. Year to date, CGGO is up 13.60% versus a gain of 13.91% for VYM.

Over three years, CGGO compounded at +20.21% per year against +18.12% for VYM.

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 13.8% for VYM. 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 -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGGO charges 0.47% per year while VYM charges 0.04%. On a $10,000 position that is $47 vs $4 annually, a gap of $43 per year that compounds over a long holding period. On income, CGGO currently yields 0.99% against 2.22% for VYM.

Holdings Overlap

CGGO already in VYM10.7%
VYM already in CGGO12.7%

10.7% of CGGO's money is in holdings VYM also owns. 12.7% of VYM's money is in holdings CGGO also owns.

VYM and CGGO share little of their money.

10 positions in common, counted across the 105 positions we hold weights for in CGGO and 603 in VYM, against full books of 120 and 613.

What only one of them owns

Our book lists 558 positions for VYM that do not appear in our book for CGGO (84.8% of the fund), and 44 for CGGO that do not appear in VYM (41.9%).

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 VYMDifference
AVGOBroadcom Inc3.48%7.29%3.81%
UNHUnitedhealth Group Inc.1.13%1.56%0.43%
CCitigroup Inc.1.39%0.94%0.45%
SBUXStarbucks Corp1.51%0.48%1.03%
PMPhilip Morris International Inc.0.46%1.17%0.71%
PFEPfizer, Inc.0.52%0.57%0.05%
HPEHewlett Packard Enterprise Co.0.52%0.25%0.27%
CICigna Corp.0.46%0.30%0.16%
LKQLkq Corp.0.66%0.03%0.63%
AMCRAmcor0.52%0.08%0.44%

You are not choosing between two funds in isolation.

Whichever of CGGO and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CGGOVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGGO or VYM?

CGGO has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, CGGO or VYM?

Over the past year CGGO returned +20.30% vs +17.57% for VYM, 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 VYM?

CGGO has been the more volatile fund at 17.5% annualized versus 13.8% for VYM. Worst drawdown: CGGO -24.9% vs VYM -15.8%.

Should I hold both CGGO and VYM?

CGGO and VYM have a monthly-return correlation of 0.73, 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 VYM?

12.7% of VYM's money is in holdings CGGO also owns. 12.7% of VYM's is in holdings CGGO also owns. They hold 10 positions in common, counted across the 105 positions we hold weights for in CGGO and 603 in VYM.

Which pays a higher dividend, CGGO or VYM?

CGGO yields 0.99% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than CGGO?

VYM has a lower expense ratio. CGGO led over 1Y and 3Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 30.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.