CGUS vs GDE
Capital Group Core Equity ETF vs WisdomTree Efficient Gold Plus Equity Strategy Fund
Which is better, CGUS or GDE?
Each has led over a different period.
GDE has a lower expense ratio. CGUS led over 1Y, GDE over 3Y 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 | GDE |
|---|---|---|
| Expense Ratio | 0.33% | 0.20%Best |
| AUM | $12.3B | $462M |
| Dividend Yield | 0.83% | 4.19% |
| Holdings | 75 | 506 |
| YTD Return | +11.95%Best | +2.61% |
| 1Y Return | +15.39%Best | +8.95% |
| 3Y Return (annualized) | +21.76% | +43.62%Best |
| Volatility (annualized) | 14.8%Best | 22.5% |
| Max Drawdown | -21.9%Best | -32.0% |
| $10,000 over 4.6 years | $18,815 | $28,252Best |
| Fund Family | Capital Group (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Mar 17, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Mar 17, 2022 to Oct 14, 2026 (4.6 years).
CGUS vs GDE 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 GDE Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an ETF from WisdomTree Investments. Over the past year CGUS returned +15.39% while GDE returned +8.95%. Year to date, CGUS is up 11.95% versus a gain of 2.61% for GDE.
Over three years, CGUS compounded at +21.76% per year against +43.62% for GDE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GDE has been the more volatile fund, with annualized monthly volatility of 22.5% compared with 14.8% 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 -32.0% for GDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGUS charges 0.33% per year while GDE charges 0.20%. On a $10,000 position that is $33 vs $20 annually, a gap of $13 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 4.19% for GDE.
Holdings Overlap
At least 82.5% of CGUS's money is in holdings GDE also owns.
Stated as a floor: for GDE, our book for it covers 93.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of CGUS is already inside GDE. Owning both mostly buys the same companies twice.
51 positions in common, counted across the 68 positions we hold weights for in CGUS and 492 in GDE, against full books of 75 and 506.
Top Shared Holdings
| Stock | Weight in CGUS | Weight in GDE | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 7.39% | 0.51% |
| MSFTMicrosoft Corp | 7.05% | 5.26% | 1.79% |
| AAPLApple, Inc | 2.53% | 7.10% | 4.57% |
| GOOGLAlphabet Inc | 3.14% | 5.94% | 2.80% |
| AMZNAmazon.Com Inc | 4.75% | 3.67% | 1.08% |
| AVGOBroadcom Inc | 5.26% | 2.14% | 3.12% |
| METAMeta Platforms Inc | 4.55% | 2.31% | 2.24% |
| LLYEli Lilly & Co. | 3.68% | 1.57% | 2.11% |
| JPMJpmorgan Chase | 1.74% | 1.34% | 0.40% |
| AMATApplied Materials, Inc. | 2.08% | 0.48% | 1.60% |
82.5% of CGUS is already inside GDE.
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 GDE?
CGUS has an expense ratio of 0.33% while GDE charges 0.20%. GDE is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, CGUS or GDE?
Over the past year CGUS returned +15.39% vs +8.95% for GDE, so CGUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or GDE?
GDE has been the more volatile fund at 22.5% annualized versus 14.8% for CGUS. Worst drawdown: CGUS -21.9% vs GDE -32.0%.
Should I hold both CGUS and GDE?
CGUS and GDE have a monthly-return correlation of 0.70, 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 GDE?
At least 82.5% of CGUS's money is in holdings GDE also owns. Our book for GDE is partial, so the real figure is this or higher. They hold 51 positions in common, counted across the 68 positions we hold weights for in CGUS and 492 in GDE.
Which pays a higher dividend, CGUS or GDE?
CGUS yields 0.83% while GDE yields 4.19%, so GDE currently pays the higher dividend yield.
Is GDE better than CGUS?
GDE has a lower expense ratio. CGUS led over 1Y, GDE over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.