CGUS vs CHGX
Capital Group Core Equity ETF vs Stance Sustainable Beta ETF
Which is better, CGUS or CHGX?
Each has led over a different period.
CGUS has a lower expense ratio. CGUS led over 3Y and the full window, CHGX over 1Y. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 43.8%.
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 | CGUS | CHGX |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.49% |
| AUM | $12.3B | $179M |
| Dividend Yield | 0.83% | 0.55% |
| Holdings | 75 | 203 |
| YTD Return | +11.95% | +21.11%Best |
| 1Y Return | +15.39% | +20.36%Best |
| 3Y Return (annualized) | +21.76%Best | +3.83% |
| 5Y Return (annualized) | - | +0.53% |
| Volatility (annualized) | 14.7%Best | 24.0% |
| Max Drawdown | -21.9%Best | -47.3% |
| $10,000 over 4.6 years | $19,073Best | $11,268 |
| Top 10 Weight | 43.8% | 11.8%Best |
| Fund Family | Capital Group (US) | STANCE Capital |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Nov 14, 2024 |
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).
CGUS vs CHGX 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.
CGUS vs CHGX Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital. Over the past year CGUS returned +15.39% while CHGX returned +20.36%. Year to date, CGUS is up 11.95% versus a gain of 21.11% for CHGX.
Over three years, CGUS compounded at +21.76% per year against +3.83% for CHGX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 24.0% compared with 14.7% for CGUS. 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 -21.9% for CGUS and -47.3% for CHGX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGUS charges 0.33% per year while CHGX charges 0.49%. On a $10,000 position that is $33 vs $49 annually, a gap of $16 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.55% for CHGX.
Holdings Overlap
33.4% of CGUS's money is in holdings CHGX also owns. 22.0% of CHGX's money is in holdings CGUS also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 68 positions we hold weights for in CGUS and 101 in CHGX, against full books of 75 and 203.
What only one of them owns
Our book lists 79 positions for CHGX that do not appear in our book for CGUS (78.0% of the fund), and 37 for CGUS that do not appear in CHGX (56.0%).
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 CGUS | Weight in CHGX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 1.04% | 6.86% |
| LLYEli Lilly & Co. | 3.68% | 1.00% | 2.68% |
| AAPLApple, Inc | 2.53% | 0.99% | 1.54% |
| AMATApplied Materials, Inc. | 2.08% | 1.14% | 0.94% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.87% | 0.99% | 0.88% |
| MAMastercard Inc | 1.62% | 0.95% | 0.67% |
| ANETArista Networks Inc Common Stock | 1.47% | 1.06% | 0.41% |
| STXSeagate Technolo | 1.36% | 1.07% | 0.29% |
| ADPAutomatic Data Processing, Inc. | 1.30% | 0.97% | 0.33% |
| CARRCarrier Global Corporation | 1.19% | 0.95% | 0.24% |
33.4% of CGUS is already inside CHGX.
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, CGUS or CHGX?
CGUS has an expense ratio of 0.33% while CHGX charges 0.49%. CGUS is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, CGUS or CHGX?
Over the past year CGUS returned +15.39% vs +20.36% for CHGX, so CHGX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or CHGX?
CHGX has been the more volatile fund at 24.0% annualized versus 14.7% for CGUS. Worst drawdown: CGUS -21.9% vs CHGX -47.3%.
Should I hold both CGUS and CHGX?
CGUS and CHGX have a monthly-return correlation of 0.73, 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 CGUS and CHGX?
33.4% of CGUS's money is in holdings CHGX also owns. 22.0% of CHGX's is in holdings CGUS also owns. They hold 22 positions in common, counted across the 68 positions we hold weights for in CGUS and 101 in CHGX.
Which pays a higher dividend, CGUS or CHGX?
CGUS yields 0.83% while CHGX yields 0.55%, so CGUS currently pays the higher dividend yield.
Is CHGX better than CGUS?
CGUS has a lower expense ratio. CGUS led over 3Y and the full window, CHGX over 1Y. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 43.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.