CGGG vs SCHD
CGGG vs SCHD
Capital Group US Large Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CGGG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.06% | |
| AUM | $72M | $103.7B | |
| Dividend Yield | 0.09% | 3.31% | |
| Holdings | 43 | 104 | |
| YTD Return | +2.26% | +24.26% | |
| 1Y Return | +6.36% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 17.5% | 13.6% | |
| Max Drawdown | -17.8% | -33.4% | |
| Fund Family | Capital Group (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 24, 2025 | Oct 20, 2011 |
CGGG vs SCHD Performance
Capital Group US Large Growth ETF (CGGG) is a ETF from Capital Group (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CGGG returned +6.36% while SCHD returned +31.38%. Year to date, CGGG is up 2.26% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
CGGG has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 13.6% for SCHD. 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 -33.4% for SCHD. 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 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CGGG charges 0.39% per year while SCHD charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period. On income, CGGG currently yields 0.09% against 3.31% for SCHD.
Holdings Overlap
CGGG and SCHD share 0 holdings out of 142 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGGG or SCHD?
CGGG has an expense ratio of 0.39% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, CGGG or SCHD?
Over the past year CGGG returned +6.36% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), CGGG annualized +11.54% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, CGGG or SCHD?
CGGG has been the more volatile fund at 17.5% annualized versus 13.6% for SCHD. Worst drawdown: CGGG -17.8% vs SCHD -33.4%.
Should I hold both CGGG and SCHD?
CGGG and SCHD have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGGG and SCHD?
CGGG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 142 unique securities.
Which pays a higher dividend, CGGG or SCHD?
CGGG yields 0.09% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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