CGCB vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricCGCBVOOWinner
Expense Ratio0.27%0.03%
AUM$5.8B$979.0B
Dividend Yield4.19%1.09%
Holdings727509
YTD Return-0.47%+9.95%
1Y Return+2.76%+19.58%
3Y Return (annualized)-+19.43%
5Y Return (annualized)-+12.89%
Volatility (annualized)5.6%14.2%
Max Drawdown-5.2%-34.3%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionSep 26, 2023Sep 7, 2010

CGCB vs VOO Performance

Capital Group Core Bond ETF (CGCB) is a ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CGCB returned +2.76% while VOO returned +19.58%. Year to date, CGCB is down 0.47% versus a gain of 9.95% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 5.6% for CGCB. 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 -5.2% for CGCB and -34.3% for VOO. 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CGCB charges 0.27% per year while VOO charges 0.03%. On a $10,000 position that is $27 vs $3 annually, a gap of $24 per year that compounds over a long holding period. On income, CGCB currently yields 4.19% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

CGCB and VOO share 0 holdings out of 856 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, CGCB or VOO?

CGCB has an expense ratio of 0.27% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, CGCB or VOO?

Over the past year CGCB returned +2.76% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), CGCB annualized +5.21% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, CGCB or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 5.6% for CGCB. Worst drawdown: CGCB -5.2% vs VOO -34.3%.

Should I hold both CGCB and VOO?

CGCB and VOO have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGCB and VOO?

CGCB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 856 unique securities.

Which pays a higher dividend, CGCB or VOO?

CGCB yields 4.19% while VOO yields 1.09%, so CGCB currently pays the higher dividend yield.

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