CGGR vs PCLG

CGGR vs PCLG

Which is better, CGGR or PCLG?

CGGR has been ahead.

CGGR has a lower expense ratio. CGGR led over 1Y and the full window. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 62.6%.

Lower Fees: CGGRHigher Returns: CGGRLess Concentrated: CGGR

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

MetricCGGRPCLG
Expense Ratio0.39%Best0.49%
AUM$26.6B$92M
Dividend Yield0.15%0.04%
Holdings9727
YTD Return+6.35%Best-5.60%
1Y Return+8.20%Best-8.10%
3Y Return (annualized)+24.14%-
Volatility (annualized)16.6%Best17.7%
Max Drawdown-15.1%Best-23.8%
$10,000 over 1 years$10,767Best$9,249
Top 10 Weight40.8%Best62.6%
Fund FamilyCapital Group (US)Polen Capital
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionFeb 22, 2022Sep 30, 2025

Not shown on this pair: 5Y Return (annualized).

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 30, 2025 to Oct 14, 2026 (1 years).

CGGR vs PCLG 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 1 years both funds cover.

Compare CGGR against instead:CGGR vs SPYCGGR vs QQQCGGR vs VOOCGGR vs VTIPCLG against:PCLG vs VXUS

CGGR vs PCLG Performance

Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US) and Polen Focus Growth ETF (PCLG) is an ETF from Polen Capital. Over the past year CGGR returned +8.20% while PCLG returned -8.10%. Year to date, CGGR is up 6.35% versus a loss of 5.60% for PCLG.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PCLG has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 16.6% 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 -15.1% for CGGR and -23.8% for PCLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGGR charges 0.39% per year while PCLG charges 0.49%. On a $10,000 position that is $39 vs $49 annually, a gap of $10 per year that compounds over a long holding period. On income, CGGR currently yields 0.15% against 0.04% for PCLG.

Holdings Overlap

CGGR already in PCLG40.4%
PCLG already in CGGR74.3%

40.4% of CGGR's money is in holdings PCLG also owns. 74.3% of PCLG's money is in holdings CGGR also owns.

Most of PCLG is already inside CGGR. Owning both mostly buys the same companies twice.

18 positions in common, counted across the 96 positions we hold weights for in CGGR and 29 in PCLG, against full books of 97 and 27.

What only one of them owns

Our book lists 9 positions for PCLG that do not appear in our book for CGGR (24.1% of the fund), and 68 for CGGR that do not appear in PCLG (54.9%).

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

StockWeight in CGGRWeight in PCLGDifference
MSFTMicrosoft Corp4.66%9.35%4.69%
NVDANvidia Corp5.07%7.82%2.75%
METAMeta Platforms Inc6.58%4.38%2.20%
AVGOBroadcom Inc4.43%6.13%1.70%
GOOGAlphabet Inc. C3.24%6.16%2.92%
VVisa Inc Class A3.13%5.67%2.54%
AMZNAmazon.Com Inc2.38%5.98%3.60%
LLYEli Lilly & Co.2.10%4.80%2.70%
SHOP:CAShopify Inc1.52%4.49%2.97%
MAMastercard Inc0.40%5.54%5.14%

74.3% of PCLG 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.

CGGRPCLG

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Frequently Asked Questions

Which is cheaper, CGGR or PCLG?

CGGR has an expense ratio of 0.39% while PCLG charges 0.49%. CGGR is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, CGGR or PCLG?

Over the past year CGGR returned +8.20% vs -8.10% for PCLG, so CGGR leads on 1-year performance. Over the longest common window we track (1 years), CGGR annualized +7.67% vs -7.51% for PCLG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGGR or PCLG?

PCLG has been the more volatile fund at 17.7% annualized versus 16.6% for CGGR. Worst drawdown: CGGR -15.1% vs PCLG -23.8%.

Should I hold both CGGR and PCLG?

CGGR and PCLG have a monthly-return correlation of 0.76, 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 CGGR and PCLG?

74.3% of PCLG's money is in holdings CGGR also owns. 74.3% of PCLG's is in holdings CGGR also owns. They hold 18 positions in common, counted across the 96 positions we hold weights for in CGGR and 29 in PCLG.

Which pays a higher dividend, CGGR or PCLG?

CGGR yields 0.15% while PCLG yields 0.04%, so CGGR currently pays the higher dividend yield.

Is PCLG better than CGGR?

CGGR has a lower expense ratio. CGGR led over 1Y and the full window. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 62.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.