CGGR vs IVV
Capital Group Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CGGR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $25.1B | $907.0B | |
| Dividend Yield | 0.16% | 1.10% | |
| Holdings | 211 | 508 | |
| YTD Return | +5.22% | +12.76% | |
| 1Y Return | +10.72% | +20.14% | |
| 3Y Return (annualized) | +23.47% | +21.69% | |
| 5Y Return (annualized) | - | +13.00% | |
| Volatility (annualized) | 19.6% | 15.1% | |
| Max Drawdown | -28.9% | -56.5% | |
| Fund Family | Capital Group (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 22, 2022 | May 15, 2000 |
CGGR vs IVV Performance
Capital Group Growth ETF (CGGR) is a ETF from Capital Group (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CGGR returned +10.72% while IVV returned +20.14%. Year to date, CGGR is up 5.22% versus a gain of 12.76% for IVV.
Over three years, CGGR compounded at +23.47% per year against +21.69% for IVV. Across the full 5-year window we track, CGGR has the edge at +15.76% annualized vs +6.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGGR has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 15.1% for IVV. 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 -28.9% for CGGR and -56.5% for IVV. 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CGGR charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, CGGR currently yields 0.16% against 1.10% for IVV.
Holdings Overlap
CGGR and IVV share 64 holdings out of 539 unique holdings combined, representing a 40.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGGR or IVV?
CGGR has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, CGGR or IVV?
Over the past year CGGR returned +10.72% vs +20.14% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), CGGR annualized +15.76% vs +6.99% for IVV. Past performance does not guarantee future results.
Which is riskier, CGGR or IVV?
CGGR has been the more volatile fund at 19.6% annualized versus 15.1% for IVV. Worst drawdown: CGGR -28.9% vs IVV -56.5%.
Should I hold both CGGR and IVV?
CGGR and IVV have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between CGGR and IVV?
CGGR and IVV share 64 common holdings with a 40.4% weight overlap. Combined, they hold 539 unique securities.
Which pays a higher dividend, CGGR or IVV?
CGGR yields 0.16% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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