CGGR vs LRGC
Capital Group Growth ETF vs AB US Large Cap Strategic Equities ETF
Which is better, CGGR or LRGC?
Each has led over a different period.
CGGR led over 3Y and the full window, LRGC over 1Y. The two have moved almost in lockstep, correlation 0.91. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 44.8%.
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 | LRGC |
|---|---|---|
| Expense Ratio | 0.39%Tie | 0.39%Tie |
| AUM | $26.6B | $1.4B |
| Dividend Yield | 0.15% | 0.53% |
| Holdings | 97 | 72 |
| YTD Return | +6.35% | +10.99%Best |
| 1Y Return | +8.20% | +13.29%Best |
| 3Y Return (annualized) | +24.14%Best | +20.81% |
| Volatility (annualized) | 16.7% | 12.5%Best |
| Max Drawdown | -23.4% | -19.4%Best |
| $10,000 over 3.1 years | $19,258Best | $17,762 |
| Top 10 Weight | 40.8%Best | 44.8% |
| Fund Family | Capital Group (US) | AllianceBernstein L.P. |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Feb 22, 2022 | Sep 20, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 20, 2023 to Oct 14, 2026 (3.1 years).
CGGR vs LRGC 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 3.1 years both funds cover.
CGGR vs LRGC Performance
Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US) and AB US Large Cap Strategic Equities ETF (LRGC) is an ETF from AllianceBernstein L.P.. Over the past year CGGR returned +8.20% while LRGC returned +13.29%. Year to date, CGGR is up 6.35% versus a gain of 10.99% for LRGC.
Over three years, CGGR compounded at +24.14% per year against +20.81% for LRGC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGGR has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 12.5% for LRGC. 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 -23.4% for CGGR and -19.4% for LRGC. 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 LRGC charges 0.39%. On a $10,000 position that is $39 vs $39 annually. On income, CGGR currently yields 0.15% against 0.53% for LRGC.
Holdings Overlap
50.5% of CGGR's money is in holdings LRGC also owns. 59.9% of LRGC's money is in holdings CGGR also owns.
The two portfolios partly overlap.
24 positions in common, counted across the 96 positions we hold weights for in CGGR and 69 in LRGC, against full books of 97 and 72.
What only one of them owns
Our book lists 43 positions for LRGC that do not appear in our book for CGGR (38.1% of the fund), and 61 for CGGR that do not appear in LRGC (43.3%).
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 CGGR | Weight in LRGC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.07% | 8.71% | 3.64% |
| MSFTMicrosoft Corp | 4.66% | 6.66% | 2.00% |
| METAMeta Platforms Inc | 6.58% | 3.44% | 3.14% |
| GOOGAlphabet Inc. C | 3.24% | 6.09% | 2.85% |
| AAPLApple, Inc | 2.53% | 5.71% | 3.18% |
| AVGOBroadcom Inc | 4.43% | 2.93% | 1.50% |
| AMZNAmazon.Com Inc | 2.38% | 4.69% | 2.31% |
| VVisa Inc Class A | 3.13% | 3.14% | 0.01% |
| MUMicron Technology, Inc. | 3.88% | 0.76% | 3.12% |
| LLYEli Lilly & Co. | 2.10% | 0.80% | 1.30% |
59.9% of LRGC 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, CGGR or LRGC?
CGGR has an expense ratio of 0.39% while LRGC charges 0.39%. At the precision these are quoted to, they cost the same.
Which performed better, CGGR or LRGC?
Over the past year CGGR returned +8.20% vs +13.29% for LRGC, so LRGC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGR or LRGC?
CGGR has been the more volatile fund at 16.7% annualized versus 12.5% for LRGC. Worst drawdown: CGGR -23.4% vs LRGC -19.4%.
Should I hold both CGGR and LRGC?
CGGR and LRGC 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.
What is the holdings overlap between CGGR and LRGC?
59.9% of LRGC's money is in holdings CGGR also owns. 59.9% of LRGC's is in holdings CGGR also owns. They hold 24 positions in common, counted across the 96 positions we hold weights for in CGGR and 69 in LRGC.
Which pays a higher dividend, CGGR or LRGC?
CGGR yields 0.15% while LRGC yields 0.53%, so LRGC currently pays the higher dividend yield.
Is LRGC better than CGGR?
CGGR led over 3Y and the full window, LRGC over 1Y. The two have moved almost in lockstep, correlation 0.91. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 44.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.