CGIC vs VYM

CGIC vs VYM

Which is better, CGIC or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. CGIC led over 1Y and the full window. CGIC is less concentrated, with 23.3% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: CGICLess Concentrated: CGIC

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

MetricCGICVYM
Expense Ratio0.54%0.04%Best
AUM$2.5B$81.6B
Dividend Yield1.64%2.22%
Holdings207613
YTD Return+12.74%+13.75%Best
1Y Return+24.57%Best+19.42%
3Y Return (annualized)-+18.22%
5Y Return (annualized)-+12.17%
Volatility (annualized)11.0%10.1%Best
Max Drawdown-13.1%Best-14.5%
$10,000 over 2.2 years$15,354Best$14,484
Top 10 Weight23.3%Best25.9%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJun 25, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 27, 2024 to Sep 9, 2026 (2.2 years).

CGIC 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 2.2 years both funds cover.

CGIC vs VYM Performance

Capital Group International Core Equity ETF (CGIC) is an ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CGIC returned +24.57% while VYM returned +19.42%. Year to date, CGIC is up 12.74% versus a gain of 13.75% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CGIC has been the more volatile fund, with annualized monthly volatility of 11.0% compared with 10.1% 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 -13.1% for CGIC and -14.5% 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 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CGIC charges 0.54% per year while VYM charges 0.04%. On a $10,000 position that is $54 vs $4 annually, a gap of $50 per year that compounds over a long holding period. On income, CGIC currently yields 1.64% against 2.22% for VYM.

Holdings Overlap

CGIC already in VYM2.6%
VYM already in CGIC9.6%

2.6% of CGIC's money is in holdings VYM also owns. 9.6% of VYM's money is in holdings CGIC also owns.

VYM and CGIC share little of their money.

6 positions in common, counted across the 193 positions we hold weights for in CGIC and 603 in VYM, against full books of 207 and 613.

What only one of them owns

Our book lists 562 positions for VYM that do not appear in our book for CGIC (87.8% of the fund), and 7 for CGIC that do not appear in VYM (4.2%).

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 CGICWeight in VYMDifference
AVGOBroadcom Inc0.65%7.29%6.64%
PMPhilip Morris International Inc.0.92%1.17%0.25%
LINLinde Plc Ordinary Shares0.30%0.99%0.69%
AMCRAmcor Plc Ordinary Shares0.29%0.08%0.21%
SCCOSouthern Copper Corp0.27%0.07%0.20%
XPXp Inc0.19%0.03%0.16%

You are not choosing between two funds in isolation.

Whichever of CGIC and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CGICVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGIC or VYM?

CGIC has an expense ratio of 0.54% while VYM charges 0.04%. VYM is the cheaper option, by $50 a year on a $10,000 investment.

Which performed better, CGIC or VYM?

Over the past year CGIC returned +24.57% vs +19.42% for VYM, so CGIC leads on 1-year performance. Over the longest common window we track (2 years), CGIC annualized +21.52% vs +18.34% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGIC or VYM?

CGIC has been the more volatile fund at 11.0% annualized versus 10.1% for VYM. Worst drawdown: CGIC -13.1% vs VYM -14.5%.

Should I hold both CGIC and VYM?

CGIC and VYM have a monthly-return correlation of 0.57, 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 CGIC and VYM?

9.6% of VYM's money is in holdings CGIC also owns. 9.6% of VYM's is in holdings CGIC also owns. They hold 6 positions in common, counted across the 193 positions we hold weights for in CGIC and 603 in VYM.

Which pays a higher dividend, CGIC or VYM?

CGIC yields 1.64% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than CGIC?

VYM has a lower expense ratio. CGIC led over 1Y and the full window. CGIC is less concentrated, with 23.3% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.