CGGR vs PLDR

CGGR vs PLDR

Which is better, CGGR or PLDR?

Nearly the same fund. CGGR costs less.

CGGR has a lower expense ratio. CGGR led over the full window, PLDR over 1Y. The two have moved almost in lockstep, correlation 0.95.

Lower Fees: CGGRHigher Returns: split

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

MetricCGGRPLDR
Expense Ratio0.39%Best0.59%
AUM$26.6B$3M
Dividend Yield0.15%0.35%
Holdings9756
Volatility (annualized)19.9%17.3%Best
Max Drawdown-28.9%-23.0%Best
$10,000 over 4.3 years$18,861Best$15,951
Fund FamilyCapital Group (US)Putnam Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionFeb 22, 2022May 25, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 127 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. CGGR has data through Oct 14, 2026 and PLDR through Jun 9, 2026.

Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: Feb 24, 2022 to Jun 9, 2026 (4.3 years).

Compare CGGR against instead:CGGR vs SPYCGGR vs QQQCGGR vs VOOCGGR vs VTIPLDR against:PLDR vs VXUS

Risk: Volatility and Drawdowns

CGGR has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 17.3% for PLDR. 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 -23.0% for PLDR. 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 PLDR charges 0.59%. On a $10,000 position that is $39 vs $59 annually, a gap of $20 per year that compounds over a long holding period. On income, CGGR currently yields 0.15% against 0.35% for PLDR.

Holdings Overlap

CGGR already in PLDR42.8%

At least 42.8% of CGGR's money is in holdings PLDR also owns.

Stated as a floor: for PLDR, our book for it covers 92.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

The two holdings books were reported 218 days apart, CGGR as of Oct 3, 2026 and PLDR as of Feb 27, 2026, so some of the difference between them is the time between the two reports rather than the funds.

19 positions in common, counted across the 96 positions we hold weights for in CGGR and 52 in PLDR, against full books of 97 and 56.

Top Shared Holdings

StockWeight in CGGRWeight in PLDRDifference
NVDANvidia Corp5.07%8.17%3.10%
AAPLApple, Inc2.53%8.25%5.72%
METAMeta Platforms Inc6.58%2.87%3.71%
GOOGLAlphabet Inc3.10%6.19%3.09%
MSFTMicrosoft Corp4.66%4.63%0.03%
AVGOBroadcom Inc4.43%3.58%0.85%
AMZNAmazon.Com Inc2.38%4.85%2.47%
TSLATesla Inc4.17%1.76%2.41%
LLYEli Lilly & Co.2.10%2.53%0.43%
VVisa Inc-class A Shares (v)3.13%1.46%1.67%

42.8% of CGGR is already inside PLDR.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CGGRPLDR

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Frequently Asked Questions

Which is cheaper, CGGR or PLDR?

CGGR has an expense ratio of 0.39% while PLDR charges 0.59%. CGGR is the cheaper option, by $20 a year on a $10,000 investment.

Which is riskier, CGGR or PLDR?

CGGR has been the more volatile fund at 19.9% annualized versus 17.3% for PLDR. Worst drawdown: CGGR -28.9% vs PLDR -23.0%.

Should I hold both CGGR and PLDR?

CGGR and PLDR 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 PLDR?

At least 42.8% of CGGR's money is in holdings PLDR also owns. Our book for PLDR is partial, so the real figure is this or higher. They hold 19 positions in common, counted across the 96 positions we hold weights for in CGGR and 52 in PLDR.

Which pays a higher dividend, CGGR or PLDR?

CGGR yields 0.15% while PLDR yields 0.35%, so PLDR currently pays the higher dividend yield.

Is PLDR better than CGGR?

CGGR has a lower expense ratio. CGGR led over the full window, PLDR over 1Y. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.