CGXU vs VTI

CGXU vs VTI
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Quick Verdict

VTI has a lower expense ratio. CGXU delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: CGXUMore Diversified: VTI

Side-by-Side Comparison

MetricCGXUVTIWinner
Expense Ratio0.54%0.03%
AUM$6.6B$666.9B
Dividend Yield5.10%1.07%
Holdings733,543
YTD Return+17.90%+13.12%
1Y Return+32.08%+20.82%
3Y Return (annualized)+19.25%+21.43%
5Y Return (annualized)-+11.84%
Volatility (annualized)17.7%15.3%
Max Drawdown-25.6%-56.6%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 22, 2022May 24, 2001

CGXU vs VTI Performance

Capital Group International Focus Equity ETF (CGXU) is a ETF from Capital Group (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CGXU returned +32.08% while VTI returned +20.82%. Year to date, CGXU is up 17.90% versus a gain of 13.12% for VTI.

Over three years, CGXU compounded at +19.25% per year against +21.43% for VTI. Across the full 5-year window we track, CGXU has the edge at +10.66% annualized vs +8.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CGXU has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.3% for VTI. 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 -25.6% for CGXU and -56.6% for VTI. 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGXU charges 0.54% per year while VTI charges 0.03%. On a $10,000 position that is $54 vs $3 annually, a gap of $51 per year that compounds over a long holding period. On income, CGXU currently yields 5.10% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

CGXU and VTI share 0 holdings out of 2864 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, CGXU or VTI?

CGXU has an expense ratio of 0.54% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, CGXU or VTI?

Over the past year CGXU returned +32.08% vs +20.82% for VTI, so CGXU leads on 1-year performance. Over the longest common window we track (5 years), CGXU annualized +10.66% vs +8.08% for VTI. Past performance does not guarantee future results.

Which is riskier, CGXU or VTI?

CGXU has been the more volatile fund at 17.7% annualized versus 15.3% for VTI. Worst drawdown: CGXU -25.6% vs VTI -56.6%.

Should I hold both CGXU and VTI?

CGXU and VTI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGXU and VTI?

CGXU and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2864 unique securities.

Which pays a higher dividend, CGXU or VTI?

CGXU yields 5.10% while VTI yields 1.07%, so CGXU currently pays the higher dividend yield.

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