CGGR vs SXQG
Capital Group Growth ETF vs ETC 6 Meridian Quality Growth ETF
Which is better, CGGR or SXQG?
CGGR has been ahead.
CGGR has a lower expense ratio. CGGR led over 1Y, 3Y and the full window. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 43.0%.
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 | SXQG |
|---|---|---|
| Expense Ratio | 0.39%Best | 0.70% |
| AUM | $26.6B | $63M |
| Dividend Yield | 0.15% | 0.00% |
| Holdings | 97 | 235 |
| YTD Return | +6.35%Best | +3.37% |
| 1Y Return | +8.20%Best | +2.54% |
| 3Y Return (annualized) | +24.14%Best | +11.82% |
| 5Y Return (annualized) | - | +5.68% |
| Volatility (annualized) | 19.3% | 15.7%Best |
| Max Drawdown | -28.9% | -22.7%Best |
| $10,000 over 4.6 years | $19,434Best | $14,959 |
| Top 10 Weight | 40.8%Best | 43.0% |
| Fund Family | Capital Group (US) | 6 Meridian ETF |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Feb 22, 2022 | May 10, 2021 |
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 SXQG 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 SXQG Performance
Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US) and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Over the past year CGGR returned +8.20% while SXQG returned +2.54%. Year to date, CGGR is up 6.35% versus a gain of 3.37% for SXQG.
Over three years, CGGR compounded at +24.14% per year against +11.82% for SXQG.
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 15.7% for SXQG. 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 -22.7% for SXQG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGGR charges 0.39% per year while SXQG charges 0.70%. On a $10,000 position that is $39 vs $70 annually, a gap of $31 per year that compounds over a long holding period. On income, CGGR currently yields 0.15% against 0.00% for SXQG.
Holdings Overlap
29.2% of CGGR's money is in holdings SXQG also owns. 49.4% of SXQG's money is in holdings CGGR also owns.
The two portfolios partly overlap.
16 positions in common, counted across the 96 positions we hold weights for in CGGR and 84 in SXQG, against full books of 97 and 235.
What only one of them owns
Our book lists 64 positions for SXQG that do not appear in our book for CGGR (48.2% of the fund), and 67 for CGGR that do not appear in SXQG (61.9%).
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
| Stock | Weight in CGGR | Weight in SXQG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.07% | 4.74% | 0.33% |
| MSFTMicrosoft Corp | 4.66% | 4.94% | 0.28% |
| MUMicron Technology, Inc. | 3.88% | 4.29% | 0.41% |
| GOOGLAlphabet Inc | 3.10% | 4.80% | 1.70% |
| AAPLApple, Inc | 2.53% | 4.97% | 2.44% |
| VVisa Inc Class A | 3.13% | 3.71% | 0.58% |
| LLYEli Lilly & Co. | 2.10% | 3.93% | 1.83% |
| COSTCostco Wholesale Corp. | 0.58% | 3.75% | 3.17% |
| MAMastercard Inc | 0.40% | 3.68% | 3.28% |
| ANETArista Networks Inc Common Stock | 0.51% | 2.57% | 2.06% |
49.4% of SXQG 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 SXQG?
CGGR has an expense ratio of 0.39% while SXQG charges 0.70%. CGGR is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, CGGR or SXQG?
Over the past year CGGR returned +8.20% vs +2.54% for SXQG, so CGGR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGR or SXQG?
CGGR has been the more volatile fund at 19.3% annualized versus 15.7% for SXQG. Worst drawdown: CGGR -28.9% vs SXQG -22.7%.
Should I hold both CGGR and SXQG?
CGGR and SXQG have a monthly-return correlation of 0.89, 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 SXQG?
49.4% of SXQG's money is in holdings CGGR also owns. 49.4% of SXQG's is in holdings CGGR also owns. They hold 16 positions in common, counted across the 96 positions we hold weights for in CGGR and 84 in SXQG.
Which pays a higher dividend, CGGR or SXQG?
CGGR yields 0.15% while SXQG yields 0.00%, so CGGR currently pays the higher dividend yield.
Is SXQG better than CGGR?
CGGR has a lower expense ratio. CGGR led over 1Y, 3Y and the full window. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 43.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.