CGUS vs EGGS
Capital Group Core Equity ETF vs NestYield Total Return Guard ETF
Which is better, CGUS or EGGS?
CGUS has been ahead.
CGUS has a lower expense ratio. CGUS led over 1Y and the full window.
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 | EGGS |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.93% |
| AUM | $12.3B | $61M |
| Dividend Yield | 0.83% | 22.11% |
| Holdings | 75 | 44 |
| YTD Return | +11.95%Best | +4.61% |
| 1Y Return | +15.39%Best | -5.30% |
| 3Y Return (annualized) | +21.76% | - |
| Volatility (annualized) | 12.7%Best | 23.9% |
| Max Drawdown | -18.1%Best | -24.2% |
| $10,000 over 1.8 years | $12,875Best | $11,670 |
| Fund Family | Capital Group (US) | NestYield |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Dec 26, 2024 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 27, 2024 to Oct 14, 2026 (1.8 years).
CGUS vs EGGS 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 1.8 years both funds cover.
CGUS vs EGGS Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and NestYield Total Return Guard ETF (EGGS) is an ETF from NestYield. Over the past year CGUS returned +15.39% while EGGS returned -5.30%. Year to date, CGUS is up 11.95% versus a gain of 4.61% for EGGS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGGS has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 12.7% 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 -18.1% for CGUS and -24.2% for EGGS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CGUS charges 0.33% per year while EGGS charges 0.93%. On a $10,000 position that is $33 vs $93 annually, a gap of $60 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 22.11% for EGGS.
Holdings Overlap
At least 10.4% of CGUS's money is in holdings EGGS also owns.
Only one direction is shown: for EGGS, our book for it lists positions totalling 105.2% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
CGUS and EGGS share little of their money.
5 positions in common, counted across the 68 positions we hold weights for in CGUS and 23 in EGGS, against full books of 75 and 44.
You are not choosing between two funds in isolation.
Whichever of CGUS and EGGS 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, CGUS or EGGS?
CGUS has an expense ratio of 0.33% while EGGS charges 0.93%. CGUS is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, CGUS or EGGS?
Over the past year CGUS returned +15.39% vs -5.30% for EGGS, so CGUS leads on 1-year performance. Over the longest common window we track (2 years), CGUS annualized +15.07% vs +8.96% for EGGS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or EGGS?
EGGS has been the more volatile fund at 23.9% annualized versus 12.7% for CGUS. Worst drawdown: CGUS -18.1% vs EGGS -24.2%.
Should I hold both CGUS and EGGS?
CGUS and EGGS have a monthly-return correlation of 0.58, 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 EGGS?
At least 10.4% of CGUS's money is in holdings EGGS also owns. Our book for EGGS is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 68 positions we hold weights for in CGUS and 23 in EGGS.
Which pays a higher dividend, CGUS or EGGS?
CGUS yields 0.83% while EGGS yields 22.11%, so EGGS currently pays the higher dividend yield.
Is EGGS better than CGUS?
CGUS has a lower expense ratio. CGUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.