CGGO vs VYM

CGGO vs VYM
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Quick Verdict

VYM has a lower expense ratio. CGGO delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: CGGOMore Diversified: VYM

Side-by-Side Comparison

MetricCGGOVYMWinner
Expense Ratio0.47%0.04%
AUM$12.0B$81.6B
Dividend Yield1.02%2.24%
Holdings119616
YTD Return+15.36%+14.66%
1Y Return+25.88%+22.16%
3Y Return (annualized)+20.92%+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)17.6%14.6%
Max Drawdown-24.9%-58.8%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 22, 2022Nov 10, 2006

CGGO vs VYM Performance

Capital Group Global Growth Equity ETF (CGGO) is a ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CGGO returned +25.88% while VYM returned +22.16%. Year to date, CGGO is up 15.36% versus a gain of 14.66% for VYM.

Over three years, CGGO compounded at +20.92% per year against +18.72% for VYM. Across the full 5-year window we track, CGGO has the edge at +13.21% annualized vs +7.01%. 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 14.6% 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 -58.8% for VYM. 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 0.73. 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 1.02% against 2.24% for VYM.

Holdings Overlap

7.6%overlap

CGGO and VYM share 10 holdings out of 698 unique holdings combined, representing a 7.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CGGOWeight in VYMDifference
AVGO3.30%7.29%3.99%
UNH1.19%1.56%0.37%
C1.43%0.94%0.49%
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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. On a $10,000 investment, that is $43 per year of difference.

Which performed better, CGGO or VYM?

Over the past year CGGO returned +25.88% vs +22.16% for VYM, so CGGO leads on 1-year performance. Over the longest common window we track (5 years), CGGO annualized +13.21% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, CGGO or VYM?

CGGO has been the more volatile fund at 17.6% annualized versus 14.6% for VYM. Worst drawdown: CGGO -24.9% vs VYM -58.8%.

Should I hold both CGGO and VYM?

CGGO and VYM have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGGO and VYM?

CGGO and VYM share 10 common holdings with a 7.6% weight overlap. Combined, they hold 698 unique securities.

Which pays a higher dividend, CGGO or VYM?

CGGO yields 1.02% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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