CGGR vs QPX
Capital Group Growth ETF vs Advisorshares Q Dynamic Growth ETF
Which is better, CGGR or QPX?
Each has led over a different period.
CGGR has a lower expense ratio. CGGR led over 3Y and the full window, QPX over 1Y. The two have moved almost in lockstep, correlation 0.93.
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 | QPX |
|---|---|---|
| Expense Ratio | 0.39%Best | 1.74% |
| AUM | $26.6B | $34M |
| Dividend Yield | 0.15% | 0.00% |
| Holdings | 97 | 18 |
| YTD Return | +6.35% | +6.84%Best |
| 1Y Return | +8.20% | +10.49%Best |
| 3Y Return (annualized) | +24.14%Best | +19.47% |
| 5Y Return (annualized) | - | +10.62% |
| Volatility (annualized) | 19.3% | 17.7%Best |
| Max Drawdown | -28.9%Tie | -28.9%Tie |
| $10,000 over 4.6 years | $19,434Best | $17,971 |
| Top 10 Weight | 40.8% | - |
| Fund Family | Capital Group (US) | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Feb 22, 2022 | Dec 28, 2020 |
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 QPX 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 QPX Performance
Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US) and Advisorshares Q Dynamic Growth ETF (QPX) is an ETF from Advisor Shares. Over the past year CGGR returned +8.20% while QPX returned +10.49%. Year to date, CGGR is up 6.35% versus a gain of 6.84% for QPX.
Over three years, CGGR compounded at +24.14% per year against +19.47% for QPX.
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 17.7% for QPX. 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 -28.9% for QPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. 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 QPX charges 1.74%. On a $10,000 position that is $39 vs $174 annually, a gap of $135 per year that compounds over a long holding period. On income, CGGR currently yields 0.15% against 0.00% for QPX.
Holdings Overlap
We hold position weights for 96 holdings in CGGR and 7 in QPX, 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 7 in QPX, against full books of 97 and 18.
What only one of them owns
Our book lists 7 positions for QPX that do not appear in our book for CGGR (100.0% of the fund), and 83 for CGGR that do not appear in QPX (91.1%).
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.
You are not choosing between two funds in isolation.
Whichever of CGGR and QPX 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 QPX?
CGGR has an expense ratio of 0.39% while QPX charges 1.74%. CGGR is the cheaper option, by $135 a year on a $10,000 investment.
Which performed better, CGGR or QPX?
Over the past year CGGR returned +8.20% vs +10.49% for QPX, so QPX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGR or QPX?
CGGR has been the more volatile fund at 19.3% annualized versus 17.7% for QPX. Worst drawdown: CGGR -28.9% vs QPX -28.9%.
Should I hold both CGGR and QPX?
CGGR and QPX have a monthly-return correlation of 0.93, 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 QPX?
CGGR yields 0.15% while QPX yields 0.00%, so CGGR currently pays the higher dividend yield.
Is QPX better than CGGR?
CGGR has a lower expense ratio. CGGR led over 3Y and the full window, QPX over 1Y. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.