CGGE 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

MetricCGGEVOOWinner
Expense Ratio0.47%0.03%
AUM$2.9B$979.0B
Dividend Yield0.37%1.09%
Holdings122509
YTD Return+9.95%+11.51%
1Y Return+20.06%+21.46%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)11.1%14.1%
Max Drawdown-14.4%-34.3%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 25, 2024Sep 7, 2010

CGGE vs VOO Performance

Capital Group Global Equity ETF (CGGE) is a ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CGGE returned +20.06% while VOO returned +21.46%. Year to date, CGGE is up 9.95% versus a gain of 11.51% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.1% for CGGE. 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 -14.4% for CGGE 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGGE charges 0.47% per year while VOO charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, CGGE currently yields 0.37% against 1.09% for VOO.

Holdings Overlap

32.5%overlap

CGGE and VOO share 49 holdings out of 572 unique holdings combined, representing a 32.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CGGEWeight in VOODifference
AAPL3.52%6.59%3.07%
NVDA2.10%7.51%5.41%
GOOGL4.59%3.25%1.34%
MSFTProProPro
AVGOProProPro
AMZNProProPro
JPMProProPro
MUProProPro
METAProProPro
GEProProPro
See all 10 holdings CGGE shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, CGGE or VOO?

CGGE has an expense ratio of 0.47% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, CGGE or VOO?

Over the past year CGGE returned +20.06% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), CGGE annualized +17.99% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, CGGE or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 11.1% for CGGE. Worst drawdown: CGGE -14.4% vs VOO -34.3%.

Should I hold both CGGE and VOO?

CGGE and VOO have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGGE and VOO?

CGGE and VOO share 49 common holdings with a 32.5% weight overlap. Combined, they hold 572 unique securities.

Which pays a higher dividend, CGGE or VOO?

CGGE yields 0.37% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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