CGUS vs INFO
Capital Group Core Equity ETF vs Harbor PanAgora Dynamic Large Cap Core ETF
Which is better, CGUS or INFO?
Nearly the same fund. CGUS costs less.
CGUS has a lower expense ratio. INFO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. INFO is less concentrated, with 42.4% 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 | INFO |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.35% |
| AUM | $12.3B | $956M |
| Dividend Yield | 0.83% | 0.31% |
| Holdings | 75 | 270 |
| YTD Return | +11.95% | +15.29%Best |
| 1Y Return | +15.39% | +19.78%Best |
| 3Y Return (annualized) | +21.76% | - |
| Volatility (annualized) | 12.4%Best | 12.8% |
| Max Drawdown | -18.1%Best | -19.6% |
| $10,000 over 2 years | $13,287 | $14,109Best |
| Top 10 Weight | 43.8% | 42.4%Best |
| Fund Family | Capital Group (US) | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Oct 8, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 10, 2024 to Oct 14, 2026 (2 years).
CGUS vs INFO 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 2 years both funds cover.
CGUS vs INFO Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is an ETF from Harbor Funds. Over the past year CGUS returned +15.39% while INFO returned +19.78%. Year to date, CGUS is up 11.95% versus a gain of 15.29% for INFO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INFO has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 12.4% 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 -19.6% for INFO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CGUS charges 0.33% per year while INFO charges 0.35%. On a $10,000 position that is $33 vs $35 annually, a gap of $2 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.31% for INFO.
Holdings Overlap
62.5% of CGUS's money is in holdings INFO also owns. 50.9% of INFO's money is in holdings CGUS also owns.
The two portfolios partly overlap.
28 positions in common, counted across the 68 positions we hold weights for in CGUS and 151 in INFO, against full books of 75 and 270.
What only one of them owns
Our book lists 109 positions for INFO that do not appear in our book for CGUS (48.8% of the fund), and 31 for CGUS that do not appear in INFO (26.9%).
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 CGUS | Weight in INFO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 9.16% | 1.26% |
| MSFTMicrosoft Corp | 7.05% | 5.94% | 1.11% |
| AAPLApple, Inc | 2.53% | 7.87% | 5.34% |
| GOOGLAlphabet Inc | 3.14% | 5.83% | 2.69% |
| AMZNAmazon.Com Inc | 4.75% | 3.37% | 1.38% |
| AVGOBroadcom Inc | 5.26% | 2.00% | 3.26% |
| METAMeta Platforms Inc | 4.55% | 2.66% | 1.89% |
| LLYEli Lilly & Co. | 3.68% | 1.80% | 1.88% |
| AMATApplied Materials, Inc. | 2.08% | 0.73% | 1.35% |
| MAMastercard Inc | 1.62% | 0.94% | 0.68% |
62.5% of CGUS is already inside INFO.
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 INFO?
CGUS has an expense ratio of 0.33% while INFO charges 0.35%. CGUS is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, CGUS or INFO?
Over the past year CGUS returned +15.39% vs +19.78% for INFO, so INFO leads on 1-year performance. Over the longest common window we track (2 years), CGUS annualized +15.27% vs +18.78% for INFO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or INFO?
INFO has been the more volatile fund at 12.8% annualized versus 12.4% for CGUS. Worst drawdown: CGUS -18.1% vs INFO -19.6%.
Should I hold both CGUS and INFO?
CGUS and INFO have a monthly-return correlation of 0.96, 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.
What is the holdings overlap between CGUS and INFO?
62.5% of CGUS's money is in holdings INFO also owns. 50.9% of INFO's is in holdings CGUS also owns. They hold 28 positions in common, counted across the 68 positions we hold weights for in CGUS and 151 in INFO.
Which pays a higher dividend, CGUS or INFO?
CGUS yields 0.83% while INFO yields 0.31%, so CGUS currently pays the higher dividend yield.
Is INFO better than CGUS?
CGUS has a lower expense ratio. INFO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. INFO is less concentrated, with 42.4% 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.