CGCP vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. CGCP offers more diversification with 737 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: CGCP

Side-by-Side Comparison

MetricCGCPVOOWinner
Expense Ratio0.34%0.03%
AUM$8.4B$979.0B
Dividend Yield5.12%1.09%
Holdings1,462509
YTD Return-0.26%+11.51%
1Y Return+2.30%+21.46%
3Y Return (annualized)+4.89%+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)7.0%14.1%
Max Drawdown-15.1%-34.3%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 22, 2022Sep 7, 2010

CGCP vs VOO Performance

Capital Group Core Plus Income ETF (CGCP) is a ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CGCP returned +2.30% while VOO returned +21.46%. Year to date, CGCP is down 0.26% versus a gain of 11.51% for VOO.

Over three years, CGCP compounded at +4.89% per year against +20.86% for VOO. Across the full 4-year window we track, VOO has the edge at +13.44% annualized vs +1.45%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.0% for CGCP. 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 -15.1% for CGCP 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGCP charges 0.34% per year while VOO charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, CGCP currently yields 5.12% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

CGCP and VOO share 0 holdings out of 1242 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, CGCP or VOO?

CGCP has an expense ratio of 0.34% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, CGCP or VOO?

Over the past year CGCP returned +2.30% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), CGCP annualized +1.45% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, CGCP or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.0% for CGCP. Worst drawdown: CGCP -15.1% vs VOO -34.3%.

Should I hold both CGCP and VOO?

CGCP and VOO have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGCP and VOO?

CGCP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1242 unique securities.

Which pays a higher dividend, CGCP or VOO?

CGCP yields 5.12% while VOO yields 1.09%, so CGCP currently pays the higher dividend yield.

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