CGGE vs VYM
CGGE vs VYM
Capital Group Global Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | CGGE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.04% | |
| AUM | $2.9B | $79.0B | |
| Dividend Yield | 0.37% | 2.86% | |
| Holdings | 122 | 568 | |
| YTD Return | +11.73% | +15.57% | |
| 1Y Return | +22.00% | +25.99% | |
| 3Y Return (annualized) | - | +18.02% | |
| 5Y Return (annualized) | - | +12.71% | |
| Volatility (annualized) | 11.1% | 14.6% | |
| Max Drawdown | -14.4% | -58.8% | |
| Fund Family | Capital Group (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 25, 2024 | Nov 10, 2006 |
CGGE vs VYM Performance
Capital Group Global Equity ETF (CGGE) is a ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CGGE returned +22.00% while VYM returned +25.99%. Year to date, CGGE is up 11.73% versus a gain of 15.57% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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
CGGE charges 0.47% per year while VYM charges 0.04%. On a $10,000 position that is $47 vs $4 annually, a gap of $43 per year that compounds over a long holding period. On income, CGGE currently yields 0.37% against 2.86% for VYM.
Holdings Overlap
CGGE and VYM share 15 holdings out of 659 unique holdings combined, representing a 12.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CGGE | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 4.55% | 6.47% | 1.92% |
| JPM | 2.48% | 3.36% | 0.88% |
| XOM | 0.45% | 2.83% | 2.38% |
| PM | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| NOC | Pro | Pro | Pro |
| CNP | Pro | Pro | Pro |
See all 10 holdings CGGE shares with VYM 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 VYM?
CGGE has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, CGGE or VYM?
Over the past year CGGE returned +22.00% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), CGGE annualized +18.87% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, CGGE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.1% for CGGE. Worst drawdown: CGGE -14.4% vs VYM -58.8%.
Should I hold both CGGE and VYM?
CGGE and VYM 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 CGGE and VYM?
CGGE and VYM share 15 common holdings with a 12.7% weight overlap. Combined, they hold 659 unique securities.
Which pays a higher dividend, CGGE or VYM?
CGGE yields 0.37% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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