CGCV vs VXUS
CGCV vs VXUS
Capital Group Conservative Equity ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | CGCV | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.05% | |
| AUM | $1.9B | $156.5B | |
| Dividend Yield | 1.45% | 2.60% | |
| Holdings | 74 | 8,747 | |
| YTD Return | +8.83% | +11.13% | |
| 1Y Return | +15.84% | +27.13% | |
| 3Y Return (annualized) | - | +17.24% | |
| 5Y Return (annualized) | - | +8.71% | |
| Volatility (annualized) | 10.0% | 15.1% | |
| Max Drawdown | -13.1% | -39.9% | |
| Fund Family | Capital Group (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 25, 2024 | Jan 26, 2011 |
CGCV vs VXUS Performance
Capital Group Conservative Equity ETF (CGCV) is a ETF from Capital Group (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CGCV returned +15.84% while VXUS returned +27.13%. Year to date, CGCV is up 8.83% versus a gain of 11.13% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.0% for CGCV. 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 -13.1% for CGCV and -39.9% for VXUS. 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
CGCV charges 0.33% per year while VXUS charges 0.05%. On a $10,000 position that is $33 vs $5 annually, a gap of $28 per year that compounds over a long holding period. On income, CGCV currently yields 1.45% against 2.60% for VXUS.
Holdings Overlap
CGCV and VXUS share 3 holdings out of 7930 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGCV or VXUS?
CGCV has an expense ratio of 0.33% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $28 per year of difference.
Which performed better, CGCV or VXUS?
Over the past year CGCV returned +15.84% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), CGCV annualized +16.31% vs +4.66% for VXUS. Past performance does not guarantee future results.
Which is riskier, CGCV or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 10.0% for CGCV. Worst drawdown: CGCV -13.1% vs VXUS -39.9%.
Should I hold both CGCV and VXUS?
CGCV and VXUS 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 CGCV and VXUS?
CGCV and VXUS share 3 common holdings with a 0.2% weight overlap. Combined, they hold 7930 unique securities.
Which pays a higher dividend, CGCV or VXUS?
CGCV yields 1.45% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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