CGGG vs IVV
CGGG vs IVV
Capital Group US Large Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CGGG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $72M | $865.2B | |
| Dividend Yield | 0.09% | 1.09% | |
| Holdings | 43 | 508 | |
| YTD Return | +1.65% | +13.13% | |
| 1Y Return | +5.30% | +22.90% | |
| 3Y Return (annualized) | - | +21.08% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 17.4% | 15.1% | |
| Max Drawdown | -17.8% | -56.5% | |
| Fund Family | Capital Group (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 24, 2025 | May 15, 2000 |
CGGG vs IVV Performance
Capital Group US Large Growth ETF (CGGG) is a ETF from Capital Group (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CGGG returned +5.30% while IVV returned +22.90%. Year to date, CGGG is up 1.65% versus a gain of 13.13% for IVV.
Risk: Volatility and Drawdowns
CGGG has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.1% for IVV. 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 -17.8% for CGGG and -56.5% for IVV. 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CGGG charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, CGGG currently yields 0.09% against 1.09% for IVV.
Holdings Overlap
CGGG and IVV share 31 holdings out of 516 unique holdings combined, representing a 34.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CGGG | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 10.76% | 7.76% | 3.00% |
| GOOG | 9.87% | 2.53% | 7.34% |
| AVGO | 8.86% | 2.83% | 6.03% |
| AAPL | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| APH | Pro | Pro | Pro |
| MA | Pro | Pro | Pro |
See all 10 holdings CGGG shares with IVV 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, CGGG or IVV?
CGGG has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, CGGG or IVV?
Over the past year CGGG returned +5.30% vs +22.90% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), CGGG annualized +10.97% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, CGGG or IVV?
CGGG has been the more volatile fund at 17.4% annualized versus 15.1% for IVV. Worst drawdown: CGGG -17.8% vs IVV -56.5%.
Should I hold both CGGG and IVV?
CGGG and IVV have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between CGGG and IVV?
CGGG and IVV share 31 common holdings with a 34.7% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, CGGG or IVV?
CGGG yields 0.09% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.