CGGR vs VOO

CGGR vs VOO

Which is better, CGGR or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. CGGR led over 3Y and the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.95. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 39.8%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricCGGRVOO
Expense Ratio0.39%0.03%Best
AUM$25.1B$997.4B
Dividend Yield0.15%1.04%
Holdings103509
YTD Return+4.53%+11.98%Best
1Y Return+5.57%+16.45%Best
3Y Return (annualized)+22.80%Best+21.19%
5Y Return (annualized)-+12.95%
Volatility (annualized)19.4%15.6%Best
Max Drawdown-28.9%-22.1%Best
$10,000 over 4.6 years$19,326Best$19,058
Top 10 Weight39.8%37.6%Best
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 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Sep 14, 2026 (4.6 years).

CGGR 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 4.6 years both funds cover.

CGGR vs VOO Performance

Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CGGR returned +5.57% while VOO returned +16.45%. Year to date, CGGR is up 4.53% versus a gain of 11.98% for VOO.

Over three years, CGGR compounded at +22.80% per year against +21.19% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CGGR has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -28.9% for CGGR 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 0.95. 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 VOO 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 0.15% against 1.04% for VOO.

Holdings Overlap

CGGR already in VOO79.3%
VOO already in CGGR51.7%

79.3% of CGGR's money is in holdings VOO also owns. 51.7% of VOO's money is in holdings CGGR also owns.

Most of CGGR is already inside VOO. Owning both mostly buys the same companies twice.

64 positions in common, counted across the 96 positions we hold weights for in CGGR and 494 in VOO, against full books of 103 and 509.

What only one of them owns

Our book lists 423 positions for VOO that do not appear in our book for CGGR (47.4% of the fund), and 19 for CGGR that do not appear in VOO (11.9%).

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 CGGRWeight in VOODifference
NVDANvidia Corp5.11%7.55%2.44%
MSFTMicrosoft Corp4.62%5.36%0.74%
AAPLApple, Inc2.37%7.05%4.68%
AVGOBroadcom Inc4.73%2.86%1.87%
METAMeta Platforms Inc5.49%1.90%3.59%
AMZNAmazon.Com Inc2.46%4.13%1.67%
GOOGLAlphabet Inc,class A3.05%3.24%0.19%
GOOGAlphabet Inc3.21%2.62%0.59%
TSLATesla Inc4.09%1.36%2.73%
MUMicron Technology, Inc.3.51%1.44%2.07%

79.3% of CGGR 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.

CGGRVOO

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Frequently Asked Questions

Which is cheaper, CGGR or VOO?

CGGR has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, CGGR or VOO?

Over the past year CGGR returned +5.57% vs +16.45% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGGR or VOO?

CGGR has been the more volatile fund at 19.4% annualized versus 15.6% for VOO. Worst drawdown: CGGR -28.9% vs VOO -22.1%.

Should I hold both CGGR and VOO?

CGGR and VOO have a monthly-return correlation of 0.95, 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 CGGR and VOO?

79.3% of CGGR's money is in holdings VOO also owns. 51.7% of VOO's is in holdings CGGR also owns. They hold 64 positions in common, counted across the 96 positions we hold weights for in CGGR and 494 in VOO.

Which pays a higher dividend, CGGR or VOO?

CGGR yields 0.15% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than CGGR?

VOO has a lower expense ratio. CGGR led over 3Y and the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.95. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 39.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.