CGGR vs VYM
Capital Group Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | CGGR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.04% | |
| AUM | $25.1B | $81.6B | |
| Dividend Yield | 0.16% | 2.24% | |
| Holdings | 211 | 616 | |
| YTD Return | +5.56% | +15.34% | |
| 1Y Return | +13.73% | +23.24% | |
| 3Y Return (annualized) | +23.96% | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 19.6% | 14.6% | |
| Max Drawdown | -28.9% | -58.8% | |
| Fund Family | Capital Group (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 22, 2022 | Nov 10, 2006 |
CGGR vs VYM Performance
Capital Group Growth ETF (CGGR) is a ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CGGR returned +13.73% while VYM returned +23.24%. Year to date, CGGR is up 5.56% versus a gain of 15.34% for VYM.
Over three years, CGGR compounded at +23.96% per year against +19.22% for VYM. Across the full 5-year window we track, CGGR has the edge at +15.90% annualized vs +7.04%. 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 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 -28.9% for CGGR 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CGGR charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, CGGR currently yields 0.16% against 2.24% for VYM.
Holdings Overlap
CGGR and VYM share 12 holdings out of 689 unique holdings combined, representing a 9.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGGR or VYM?
CGGR has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, CGGR or VYM?
Over the past year CGGR returned +13.73% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), CGGR annualized +15.90% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, CGGR or VYM?
CGGR has been the more volatile fund at 19.6% annualized versus 14.6% for VYM. Worst drawdown: CGGR -28.9% vs VYM -58.8%.
Should I hold both CGGR and VYM?
CGGR and VYM have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGGR and VYM?
CGGR and VYM share 12 common holdings with a 9.4% weight overlap. Combined, they hold 689 unique securities.
Which pays a higher dividend, CGGR or VYM?
CGGR yields 0.16% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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