CGMS vs VOO
Capital Group US Multi Sector Income ETF vs Vanguard S&P 500 ETF
Which is better, CGMS or VOO?
Diversified Sectoral Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.
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 | CGMS | VOO |
|---|---|---|
| Expense Ratio | 0.39% | 0.03%Best |
| AUM | $5.4B | $997.4B |
| Dividend Yield | 6.07% | 1.04% |
| Holdings | 3,084 | 509 |
| YTD Return | +1.14% | +14.14%Best |
| 1Y Return | +2.20% | +17.31%Best |
| 3Y Return (annualized) | +7.65% | +23.16%Best |
| 5Y Return (annualized) | - | +13.85% |
| Volatility (annualized) | 5.1%Best | 12.9% |
| Max Drawdown | -4.1%Best | -18.7% |
| $10,000 over 3.9 years | $13,345 | $21,496Best |
| Fund Family | Capital Group (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Diversified Sectoral Bond | Large Cap Blend |
| Inception | Oct 25, 2022 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 27, 2022 to Sep 21, 2026 (3.9 years).
CGMS 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 3.9 years both funds cover.
CGMS vs VOO Performance
Capital Group US Multi Sector Income ETF (CGMS) is an ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CGMS returned +2.20% while VOO returned +17.31%. Year to date, CGMS is up 1.14% versus a gain of 14.14% for VOO.
Over three years, CGMS compounded at +7.65% per year against +23.16% for VOO. Across the full 4-year window we track, VOO has the edge at +21.68% annualized vs +7.68%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 5.1% for CGMS. 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 -4.1% for CGMS and -18.7% 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGMS 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, CGMS currently yields 6.07% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 629 holdings in CGMS and 494 in VOO, totalling 50.5% and 99.5% of the two funds. That is not enough of CGMS to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 629 positions we hold weights for in CGMS and 494 in VOO, against full books of 3,084 and 509.
Top Shared Holdings
| Stock | Weight in CGMS | Weight in VOO | Difference |
|---|---|---|---|
| LYBLyondellbasell-a | 0.00% | 0.02% | 0.02% |
You are not choosing between two funds in isolation.
Whichever of CGMS and VOO 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, CGMS or VOO?
CGMS 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, CGMS or VOO?
Over the past year CGMS returned +2.20% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), CGMS annualized +7.68% vs +21.68% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGMS or VOO?
VOO has been the more volatile fund at 12.9% annualized versus 5.1% for CGMS. Worst drawdown: CGMS -4.1% vs VOO -18.7%.
Should I hold both CGMS and VOO?
CGMS and VOO have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CGMS or VOO?
CGMS yields 6.07% while VOO yields 1.04%, so CGMS currently pays the higher dividend yield.
Is VOO better than CGMS?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.