CGGO vs JDIV
Capital Group Global Growth Equity ETF vs JPMorgan Dividend Leaders ETF
Which is better, CGGO or JDIV?
CGGO has been ahead.
CGGO led over 1Y and the full window. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 34.9%.
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 | CGGO | JDIV |
|---|---|---|
| Expense Ratio | 0.47%Tie | 0.47%Tie |
| AUM | $11.9B | $13M |
| Dividend Yield | 1.00% | 1.56% |
| Holdings | 106 | 98 |
| YTD Return | +8.88%Best | +5.43% |
| 1Y Return | +12.88%Best | +7.36% |
| 3Y Return (annualized) | +19.50% | - |
| Volatility (annualized) | 16.7% | 10.3%Best |
| Max Drawdown | -17.9% | -13.3%Best |
| $10,000 over 2 years | $12,783Best | $11,920 |
| Top 10 Weight | 34.9% | 30.7%Best |
| Fund Family | Capital Group (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Feb 22, 2022 | Sep 25, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 26, 2024 to Oct 14, 2026 (2 years).
CGGO vs JDIV 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 2 years both funds cover.
CGGO vs JDIV Performance
Capital Group Global Growth Equity ETF (CGGO) is an ETF from Capital Group (US) and JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management. Over the past year CGGO returned +12.88% while JDIV returned +7.36%. Year to date, CGGO is up 8.88% versus a gain of 5.43% for JDIV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGGO has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 10.3% for JDIV. 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 -17.9% for CGGO and -13.3% for JDIV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGGO charges 0.47% per year while JDIV charges 0.47%. On a $10,000 position that is $47 vs $47 annually. On income, CGGO currently yields 1.00% against 1.56% for JDIV.
Holdings Overlap
24.8% of CGGO's money is in holdings JDIV also owns. 26.8% of JDIV's money is in holdings CGGO also owns.
JDIV and CGGO share little of their money.
14 positions in common, counted across the 100 positions we hold weights for in CGGO and 87 in JDIV, against full books of 106 and 98.
What only one of them owns
Our book lists 42 positions for JDIV that do not appear in our book for CGGO (45.4% of the fund), and 40 for CGGO that do not appear in JDIV (41.3%).
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 CGGO | Weight in JDIV | Difference |
|---|---|---|---|
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 7.09% | 6.20% | 0.89% |
| MSFTMicrosoft Corp_None_0 | 2.75% | 7.04% | 4.29% |
| 005930:KRSamsung Electronics Co Ltd | 3.01% | 1.44% | 1.57% |
| NVDANvidia Corp. | 1.29% | 2.87% | 1.58% |
| AVGOBroadcom Inc | 3.44% | 0.70% | 2.74% |
| SAF:PASafran Sa | 0.77% | 2.02% | 1.25% |
| SIE:SGSiemens Ag Reg Common Stock | 1.40% | 0.75% | 0.65% |
| CCitigroup Inc. | 1.35% | 0.71% | 0.64% |
| UNHUnitedhealth Group Inc. | 0.66% | 1.24% | 0.58% |
| STXSeagate Technology Holdings Plc | 0.69% | 1.02% | 0.33% |
26.8% of JDIV is already inside CGGO.
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, CGGO or JDIV?
CGGO has an expense ratio of 0.47% while JDIV charges 0.47%. At the precision these are quoted to, they cost the same.
Which performed better, CGGO or JDIV?
Over the past year CGGO returned +12.88% vs +7.36% for JDIV, so CGGO leads on 1-year performance. Over the longest common window we track (2 years), CGGO annualized +13.06% vs +9.18% for JDIV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGO or JDIV?
CGGO has been the more volatile fund at 16.7% annualized versus 10.3% for JDIV. Worst drawdown: CGGO -17.9% vs JDIV -13.3%.
Should I hold both CGGO and JDIV?
CGGO and JDIV have a monthly-return correlation of 0.73, 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 CGGO and JDIV?
26.8% of JDIV's money is in holdings CGGO also owns. 26.8% of JDIV's is in holdings CGGO also owns. They hold 14 positions in common, counted across the 100 positions we hold weights for in CGGO and 87 in JDIV.
Which pays a higher dividend, CGGO or JDIV?
CGGO yields 1.00% while JDIV yields 1.56%, so JDIV currently pays the higher dividend yield.
Is JDIV better than CGGO?
CGGO led over 1Y and the full window. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 34.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.