CGXU vs VYM
Capital Group International Focus Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. CGXU delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | CGXU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.54% | 0.04% | |
| AUM | $6.6B | $81.6B | |
| Dividend Yield | 5.10% | 2.24% | |
| Holdings | 73 | 616 | |
| YTD Return | +17.60% | +15.34% | |
| 1Y Return | +33.44% | +23.24% | |
| 3Y Return (annualized) | +19.43% | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 17.7% | 14.6% | |
| Max Drawdown | -25.6% | -58.8% | |
| Fund Family | Capital Group (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 22, 2022 | Nov 10, 2006 |
CGXU vs VYM Performance
Capital Group International Focus Equity ETF (CGXU) is a ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CGXU returned +33.44% while VYM returned +23.24%. Year to date, CGXU is up 17.60% versus a gain of 15.34% for VYM.
Over three years, CGXU compounded at +19.43% per year against +19.22% for VYM. Across the full 5-year window we track, CGXU has the edge at +10.62% annualized vs +7.04%. 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 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 -25.6% for CGXU 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGXU 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, CGXU currently yields 5.10% against 2.24% for VYM.
Holdings Overlap
CGXU and VYM share 0 holdings out of 680 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 VYM?
CGXU has an expense ratio of 0.54% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, CGXU or VYM?
Over the past year CGXU returned +33.44% vs +23.24% for VYM, so CGXU leads on 1-year performance. Over the longest common window we track (5 years), CGXU annualized +10.62% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, CGXU or VYM?
CGXU has been the more volatile fund at 17.7% annualized versus 14.6% for VYM. Worst drawdown: CGXU -25.6% vs VYM -58.8%.
Should I hold both CGXU and VYM?
CGXU and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGXU and VYM?
CGXU and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 680 unique securities.
Which pays a higher dividend, CGXU or VYM?
CGXU yields 5.10% while VYM yields 2.24%, so CGXU currently pays the higher dividend yield.
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