CGGR vs VYM
Capital Group Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, CGGR or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. CGGR led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 41.6%.
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
| Metric | CGGR | VYM |
|---|---|---|
| Expense Ratio | 0.39% | 0.04%Best |
| AUM | $25.1B | $81.6B |
| Dividend Yield | 0.15% | 2.22% |
| Holdings | 103 | 613 |
| YTD Return | +4.95% | +13.91%Best |
| 1Y Return | +7.19% | +17.57%Best |
| 3Y Return (annualized) | +22.60%Best | +18.12% |
| 5Y Return (annualized) | - | +12.17% |
| Volatility (annualized) | 19.4% | 13.8%Best |
| Max Drawdown | -28.9% | -15.8%Best |
| $10,000 over 4.5 years | $19,148Best | $17,208 |
| Top 10 Weight | 41.6% | 25.9%Best |
| Fund Family | Capital Group (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Feb 22, 2022 | Nov 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).
CGGR 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.
CGGR vs VYM Performance
Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CGGR returned +7.19% while VYM returned +17.57%. Year to date, CGGR is up 4.95% versus a gain of 13.91% for VYM.
Over three years, CGGR compounded at +22.60% per year against +18.12% for VYM.
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 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 -28.9% for CGGR 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 0.69. They move together some of the time, and apart the rest.
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 0.15% against 2.22% for VYM.
Holdings Overlap
10.5% of CGGR's money is in holdings VYM also owns. 13.7% of VYM's money is in holdings CGGR also owns.
VYM and CGGR share little of their money.
10 positions in common, counted across the 95 positions we hold weights for in CGGR and 603 in VYM, against full books of 103 and 613.
What only one of them owns
Our book lists 558 positions for VYM that do not appear in our book for CGGR (83.8% of the fund), and 73 for CGGR that do not appear in VYM (80.5%).
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
| Stock | Weight in CGGR | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 5.60% | 7.29% | 1.69% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.46% | 1.93% | 1.47% |
| UNHUnitedhealth Group Inc. | 0.76% | 1.56% | 0.80% |
| PMPhilip Morris International Inc. | 0.65% | 1.17% | 0.52% |
| AMGNAmgen Inc. | 0.85% | 0.75% | 0.10% |
| EOGEog Resources Inc | 0.79% | 0.29% | 0.50% |
| NKENike Inc | 0.39% | 0.20% | 0.19% |
| FANGDiamondback Energy Inc. | 0.41% | 0.14% | 0.27% |
| NOCNorthrop Grumman Corp. | 0.27% | 0.28% | 0.01% |
| ALBAlbemarle Corp. | 0.30% | 0.07% | 0.23% |
You are not choosing between two funds in isolation.
Whichever of CGGR and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $35 a year on a $10,000 investment.
Which performed better, CGGR or VYM?
Over the past year CGGR returned +7.19% vs +17.57% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGR or VYM?
CGGR has been the more volatile fund at 19.4% annualized versus 13.8% for VYM. Worst drawdown: CGGR -28.9% vs VYM -15.8%.
Should I hold both CGGR and VYM?
CGGR and VYM have a monthly-return correlation of 0.69, 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 CGGR and VYM?
13.7% of VYM's money is in holdings CGGR also owns. 13.7% of VYM's is in holdings CGGR also owns. They hold 10 positions in common, counted across the 95 positions we hold weights for in CGGR and 603 in VYM.
Which pays a higher dividend, CGGR or VYM?
CGGR yields 0.15% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than CGGR?
VYM has a lower expense ratio. CGGR led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.