CGGR vs IVV
Capital Group Growth ETF vs iShares Core S&P 500 ETF
Which is better, CGGR or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. CGGR led over 3Y and the full window, IVV over 1Y. The two have moved almost in lockstep, correlation 0.95. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 40.8%.
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 | IVV |
|---|---|---|
| Expense Ratio | 0.39% | 0.03%Best |
| AUM | $26.6B | $896.5B |
| Dividend Yield | 0.15% | 1.10% |
| Holdings | 97 | 508 |
| YTD Return | +6.35% | +13.59%Best |
| 1Y Return | +8.20% | +17.54%Best |
| 3Y Return (annualized) | +24.14%Best | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 19.3% | 15.5%Best |
| Max Drawdown | -28.9% | -22.1%Best |
| $10,000 over 4.6 years | $19,434Best | $19,111 |
| Top 10 Weight | 40.8% | 38.9%Best |
| Fund Family | Capital Group (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Feb 22, 2022 | May 15, 2000 |
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 IVV 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 IVV Performance
Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CGGR returned +8.20% while IVV returned +17.54%. Year to date, CGGR is up 6.35% versus a gain of 13.59% for IVV.
Over three years, CGGR compounded at +24.14% per year against +22.46% for IVV.
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 15.5% for IVV. 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 -22.1% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. 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 IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, CGGR currently yields 0.15% against 1.10% for IVV.
Holdings Overlap
79.1% of CGGR's money is in holdings IVV also owns. 53.0% of IVV's money is in holdings CGGR also owns.
Most of CGGR is already inside IVV. Owning both mostly buys the same companies twice.
63 positions in common, counted across the 96 positions we hold weights for in CGGR and 506 in IVV, against full books of 97 and 508.
What only one of them owns
Our book lists 437 positions for IVV that do not appear in our book for CGGR (46.5% of the fund), and 20 for CGGR that do not appear in IVV (12.1%).
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 CGGR | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.07% | 8.44% | 3.37% |
| MSFTMicrosoft Corp | 4.66% | 5.76% | 1.10% |
| AAPLApple, Inc | 2.53% | 7.29% | 4.76% |
| METAMeta Platforms Inc | 6.58% | 2.42% | 4.16% |
| AVGOBroadcom Inc | 4.43% | 2.47% | 1.96% |
| GOOGLAlphabet Inc | 3.10% | 3.00% | 0.10% |
| AMZNAmazon.Com Inc | 2.38% | 3.68% | 1.30% |
| MUMicron Technology, Inc. | 3.88% | 1.87% | 2.01% |
| TSLATesla Inc | 4.17% | 1.51% | 2.66% |
| GOOGAlphabet Inc. C | 3.24% | 2.41% | 0.83% |
79.1% of CGGR is already inside IVV.
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, CGGR or IVV?
CGGR has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, CGGR or IVV?
Over the past year CGGR returned +8.20% vs +17.54% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGR or IVV?
CGGR has been the more volatile fund at 19.3% annualized versus 15.5% for IVV. Worst drawdown: CGGR -28.9% vs IVV -22.1%.
Should I hold both CGGR and IVV?
CGGR and IVV have a monthly-return correlation of 0.95, 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.
What is the holdings overlap between CGGR and IVV?
79.1% of CGGR's money is in holdings IVV also owns. 53.0% of IVV's is in holdings CGGR also owns. They hold 63 positions in common, counted across the 96 positions we hold weights for in CGGR and 506 in IVV.
Which pays a higher dividend, CGGR or IVV?
CGGR yields 0.15% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than CGGR?
IVV has a lower expense ratio. CGGR led over 3Y and the full window, IVV over 1Y. The two have moved almost in lockstep, correlation 0.95. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 40.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.