CGIE vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricCGIEVYMWinner
Expense Ratio0.54%0.04%
AUM$2.3B$79.0B
Dividend Yield1.37%2.86%
Holdings80568
YTD Return+5.79%+13.24%
1Y Return+17.02%+23.76%
3Y Return (annualized)-+16.97%
5Y Return (annualized)-+12.26%
Volatility (annualized)11.8%14.6%
Max Drawdown-13.8%-58.8%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 26, 2023Nov 10, 2006

CGIE vs VYM Performance

Capital Group International Equity ETF (CGIE) is a ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CGIE returned +17.02% while VYM returned +23.76%. Year to date, CGIE is up 5.79% versus a gain of 13.24% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CGIE charges 0.54% per year while VYM charges 0.04%. On a $10,000 position that is $54 vs $4 annually, a gap of $50 per year that compounds over a long holding period. On income, CGIE currently yields 1.37% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

CGIE and VYM share 0 holdings out of 631 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 VYM?

CGIE has an expense ratio of 0.54% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, CGIE or VYM?

Over the past year CGIE returned +17.02% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), CGIE annualized +16.33% vs +6.96% for VYM. Past performance does not guarantee future results.

Which is riskier, CGIE or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 11.8% for CGIE. Worst drawdown: CGIE -13.8% vs VYM -58.8%.

Should I hold both CGIE and VYM?

CGIE and VYM have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGIE and VYM?

CGIE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 631 unique securities.

Which pays a higher dividend, CGIE or VYM?

CGIE yields 1.37% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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