ARKW vs CGGR
ARK Next Generation Technology ETF vs Capital Group Growth ETF
Which is better, ARKW or CGGR?
Each has led over a different period.
CGGR has a lower expense ratio. ARKW led over 3Y, CGGR over 1Y and the full window. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 44.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ARKW | CGGR |
|---|---|---|
| Expense Ratio | 0.76% | 0.39%Best |
| AUM | $2.0B | $26.6B |
| Dividend Yield | 1.47% | 0.15% |
| Holdings | 88 | 97 |
| YTD Return | +7.08%Best | +6.35% |
| 1Y Return | -5.81% | +8.20%Best |
| 3Y Return (annualized) | +44.31%Best | +24.14% |
| 5Y Return (annualized) | +2.38% | - |
| Volatility (annualized) | 40.9% | 19.3%Best |
| Max Drawdown | -61.2% | -28.9%Best |
| $10,000 over 4.6 years | $19,380 | $19,434Best |
| Top 10 Weight | 44.6% | 40.8%Best |
| Fund Family | Ark Invest | Capital Group (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 2014 | Feb 22, 2022 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 14, 2026 (4.6 years).
ARKW vs CGGR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.
ARKW vs CGGR Performance
ARK Next Generation Technology ETF (ARKW) is an ETF from Ark Invest and Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US). Over the past year ARKW returned -5.81% while CGGR returned +8.20%. Year to date, ARKW is up 7.08% versus a gain of 6.35% for CGGR.
Over three years, ARKW compounded at +44.31% per year against +24.14% for CGGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKW has been the more volatile fund, with annualized monthly volatility of 40.9% compared with 19.3% for CGGR. 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 -61.2% for ARKW and -28.9% for CGGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKW charges 0.76% per year while CGGR charges 0.39%. On a $10,000 position that is $76 vs $39 annually, a gap of $37 per year that compounds over a long holding period. On income, ARKW currently yields 1.47% against 0.15% for CGGR.
Holdings Overlap
49.4% of ARKW's money is in holdings CGGR also owns. 34.1% of CGGR's money is in holdings ARKW also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 40 positions we hold weights for in ARKW and 96 in CGGR, against full books of 88 and 97.
What only one of them owns
Our book lists 70 positions for CGGR that do not appear in our book for ARKW (60.1% of the fund), and 23 for ARKW that do not appear in CGGR (46.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ARKW | Weight in CGGR | Difference |
|---|---|---|---|
| TSLATesla Inc | 7.27% | 4.17% | 3.10% |
| METAMeta Platforms Inc | 4.26% | 6.58% | 2.32% |
| NVDANvidia Corp | 4.34% | 5.07% | 0.73% |
| AVGOBroadcom Inc | 2.59% | 4.43% | 1.84% |
| GOOGAlphabet Inc. C | 3.31% | 3.24% | 0.07% |
| AMZNAmazon.Com Inc | 3.62% | 2.38% | 1.24% |
| SHOP:CAShopify Inc | 4.07% | 1.52% | 2.55% |
| NETCloudflare Inc (180 Day Lockup) | 2.33% | 2.49% | 0.16% |
| HOODRobinhood Markets Inc - A | 4.47% | 0.24% | 4.23% |
| SPCXSpace Exploration Technologies | 4.50% | 0.18% | 4.32% |
49.4% of ARKW is already inside CGGR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ARKW or CGGR?
ARKW has an expense ratio of 0.76% while CGGR charges 0.39%. CGGR is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, ARKW or CGGR?
Over the past year ARKW returned -5.81% vs +8.20% for CGGR, so CGGR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKW or CGGR?
ARKW has been the more volatile fund at 40.9% annualized versus 19.3% for CGGR. Worst drawdown: ARKW -61.2% vs CGGR -28.9%.
Should I hold both ARKW and CGGR?
ARKW and CGGR have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ARKW and CGGR?
49.4% of ARKW's money is in holdings CGGR also owns. 34.1% of CGGR's is in holdings ARKW also owns. They hold 15 positions in common, counted across the 40 positions we hold weights for in ARKW and 96 in CGGR.
Which pays a higher dividend, ARKW or CGGR?
ARKW yields 1.47% while CGGR yields 0.15%, so ARKW currently pays the higher dividend yield.
Is CGGR better than ARKW?
CGGR has a lower expense ratio. ARKW led over 3Y, CGGR over 1Y and the full window. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 44.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.