CGGR vs DWUS
Capital Group Growth ETF vs Advisorshares Dorsey Wright Fsm Us Core Etf
Which is better, CGGR or DWUS?
Each has led over a different period.
CGGR has a lower expense ratio. CGGR led over 3Y and the full window, DWUS over 1Y. The two have moved almost in lockstep, correlation 0.91.
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 | CGGR | DWUS |
|---|---|---|
| Expense Ratio | 0.39%Best | 1.08% |
| AUM | $26.6B | $122M |
| Dividend Yield | 0.15% | 0.03% |
| Holdings | 97 | 4 |
| YTD Return | +6.35% | +9.20%Best |
| 1Y Return | +8.20% | +10.11%Best |
| 3Y Return (annualized) | +24.14%Best | +17.82% |
| 5Y Return (annualized) | - | +9.99% |
| Volatility (annualized) | 19.3% | 17.1%Best |
| Max Drawdown | -28.9% | -22.7%Best |
| $10,000 over 4.6 years | $19,434Best | $16,554 |
| Fund Family | Capital Group (US) | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Feb 22, 2022 | Dec 26, 2019 |
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).
CGGR vs DWUS 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.
CGGR vs DWUS Performance
Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US) and Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares. Over the past year CGGR returned +8.20% while DWUS returned +10.11%. Year to date, CGGR is up 6.35% versus a gain of 9.20% for DWUS.
Over three years, CGGR compounded at +24.14% per year against +17.82% for DWUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGGR has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 17.1% for DWUS. 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 -28.9% for CGGR and -22.7% for DWUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CGGR charges 0.39% per year while DWUS charges 1.08%. On a $10,000 position that is $39 vs $108 annually, a gap of $69 per year that compounds over a long holding period. On income, CGGR currently yields 0.15% against 0.03% for DWUS.
Holdings Overlap
We hold position weights for 96 holdings in CGGR and 4 in DWUS, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 96 positions we hold weights for in CGGR and 4 in DWUS, against full books of 97 and 4.
What only one of them owns
Measured across the 96 and 4 positions we hold weights for.
CGGR holds 83 positions DWUS does not, 91.1% of the fund.
Largest: META 6.58%, NVDA 5.07%, MSFT 4.66%, AVGO 4.43%, TSLA 4.17%
You are not choosing between two funds in isolation.
Whichever of CGGR and DWUS 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, CGGR or DWUS?
CGGR has an expense ratio of 0.39% while DWUS charges 1.08%. CGGR is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, CGGR or DWUS?
Over the past year CGGR returned +8.20% vs +10.11% for DWUS, so DWUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGR or DWUS?
CGGR has been the more volatile fund at 19.3% annualized versus 17.1% for DWUS. Worst drawdown: CGGR -28.9% vs DWUS -22.7%.
Should I hold both CGGR and DWUS?
CGGR and DWUS have a monthly-return correlation of 0.91, 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, CGGR or DWUS?
CGGR yields 0.15% while DWUS yields 0.03%, so CGGR currently pays the higher dividend yield.
Is DWUS better than CGGR?
CGGR has a lower expense ratio. CGGR led over 3Y and the full window, DWUS over 1Y. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.