CGIE 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

MetricCGIEVOOWinner
Expense Ratio0.54%0.03%
AUM$2.3B$979.0B
Dividend Yield1.37%1.09%
Holdings80509
YTD Return+5.79%+9.95%
1Y Return+17.02%+19.58%
3Y Return (annualized)-+19.43%
5Y Return (annualized)-+12.89%
Volatility (annualized)11.8%14.2%
Max Drawdown-13.8%-34.3%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 26, 2023Sep 7, 2010

CGIE vs VOO Performance

Capital Group International Equity ETF (CGIE) is a ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CGIE returned +17.02% while VOO returned +19.58%. Year to date, CGIE is up 5.79% versus a gain of 9.95% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 11.8% for CGIE. 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 -13.8% for CGIE 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CGIE charges 0.54% per year while VOO charges 0.03%. On a $10,000 position that is $54 vs $3 annually, a gap of $51 per year that compounds over a long holding period. On income, CGIE currently yields 1.37% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

CGIE and VOO share 0 holdings out of 578 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, CGIE or VOO?

CGIE has an expense ratio of 0.54% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, CGIE or VOO?

Over the past year CGIE returned +17.02% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), CGIE annualized +16.33% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, CGIE or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 11.8% for CGIE. Worst drawdown: CGIE -13.8% vs VOO -34.3%.

Should I hold both CGIE and VOO?

CGIE and VOO have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGIE and VOO?

CGIE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 578 unique securities.

Which pays a higher dividend, CGIE or VOO?

CGIE yields 1.37% while VOO yields 1.09%, so CGIE currently pays the higher dividend yield.

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