ATFV vs CGGR
Alger 35 ETF vs Capital Group Growth ETF
Which is better, ATFV or CGGR?
ATFV has been ahead.
CGGR has a lower expense ratio. ATFV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92.
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 | ATFV | CGGR |
|---|---|---|
| Expense Ratio | 0.55% | 0.39%Best |
| AUM | $629M | $26.6B |
| Dividend Yield | 0.17% | 0.15% |
| Holdings | 36 | 97 |
| YTD Return | +10.86%Best | +6.35% |
| 1Y Return | +11.47%Best | +8.20% |
| 3Y Return (annualized) | +37.88%Best | +24.14% |
| 5Y Return (annualized) | +12.24% | - |
| Volatility (annualized) | 24.2% | 19.3%Best |
| Max Drawdown | -31.8% | -28.9%Best |
| $10,000 over 4.6 years | $22,311Best | $19,434 |
| Fund Family | Alger | Capital Group (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 4, 2021 | Feb 22, 2022 |
Not shown on this pair: Top 10 Weight.
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).
ATFV 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.
ATFV vs CGGR Performance
Alger 35 ETF (ATFV) is an ETF from Alger and Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US). Over the past year ATFV returned +11.47% while CGGR returned +8.20%. Year to date, ATFV is up 10.86% versus a gain of 6.35% for CGGR.
Over three years, ATFV compounded at +37.88% per year against +24.14% for CGGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ATFV has been the more volatile fund, with annualized monthly volatility of 24.2% 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 -31.8% for ATFV 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ATFV charges 0.55% per year while CGGR charges 0.39%. On a $10,000 position that is $55 vs $39 annually, a gap of $16 per year that compounds over a long holding period. On income, ATFV currently yields 0.17% against 0.15% for CGGR.
You are not choosing between two funds in isolation.
Whichever of ATFV and CGGR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ATFV or CGGR?
ATFV has an expense ratio of 0.55% while CGGR charges 0.39%. CGGR is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, ATFV or CGGR?
Over the past year ATFV returned +11.47% vs +8.20% for CGGR, so ATFV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ATFV or CGGR?
ATFV has been the more volatile fund at 24.2% annualized versus 19.3% for CGGR. Worst drawdown: ATFV -31.8% vs CGGR -28.9%.
Should I hold both ATFV and CGGR?
ATFV and CGGR have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, ATFV or CGGR?
ATFV yields 0.17% while CGGR yields 0.15%, so ATFV currently pays the higher dividend yield.
Is CGGR better than ATFV?
CGGR has a lower expense ratio. ATFV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.