CGGE vs VTI
CGGE vs VTI
Capital Group Global Equity ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | CGGE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $2.9B | $663.5B | |
| Dividend Yield | 0.37% | 1.07% | |
| Holdings | 122 | 3,543 | |
| YTD Return | +11.73% | +13.92% | |
| 1Y Return | +22.00% | +24.07% | |
| 3Y Return (annualized) | - | +20.88% | |
| 5Y Return (annualized) | - | +12.47% | |
| Volatility (annualized) | 11.1% | 15.3% | |
| Max Drawdown | -14.4% | -56.6% | |
| Fund Family | Capital Group (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 25, 2024 | May 24, 2001 |
CGGE vs VTI Performance
Capital Group Global Equity ETF (CGGE) is a ETF from Capital Group (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CGGE returned +22.00% while VTI returned +24.07%. Year to date, CGGE is up 11.73% versus a gain of 13.92% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
CGGE and VTI share 51 holdings out of 2848 unique holdings combined, representing a 30.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CGGE | Weight in VTI | Difference |
|---|---|---|---|
| AAPL | 3.52% | 5.84% | 2.32% |
| NVDA | 2.10% | 6.32% | 4.22% |
| GOOGL | 4.59% | 2.88% | 1.71% |
| AVGO | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| GE | Pro | Pro | Pro |
See all 10 holdings CGGE shares with VTI Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, CGGE or VTI?
CGGE has an expense ratio of 0.47% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, CGGE or VTI?
Over the past year CGGE returned +22.00% vs +24.07% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), CGGE annualized +18.87% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, CGGE or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.1% for CGGE. Worst drawdown: CGGE -14.4% vs VTI -56.6%.
Should I hold both CGGE and VTI?
CGGE and VTI 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 VTI?
CGGE and VTI share 51 common holdings with a 30.8% weight overlap. Combined, they hold 2848 unique securities.
Which pays a higher dividend, CGGE or VTI?
CGGE yields 0.37% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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