CGUS vs JHDG

CGUS vs JHDG

Which is better, CGUS or JHDG?

CGUS costs less.

CGUS has a lower expense ratio. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 47.8%.

Lower Fees: CGUSLess Concentrated: CGUS

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

MetricCGUSJHDG
Expense Ratio0.33%Best0.49%
AUM$12.3B$128M
Dividend Yield0.83%0.18%
Holdings75117
YTD Return+11.95%Best+10.57%
1Y Return+15.39%-
3Y Return (annualized)+21.76%-
Top 10 Weight43.8%Best47.8%
Fund FamilyCapital Group (US)John Hancock Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 22, 2022Apr 8, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

CGUS vs JHDG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare CGUS against instead:CGUS vs SPYCGUS vs QQQCGUS vs VOOCGUS vs VTIJHDG against:JHDG vs VXUS

CGUS vs JHDG Performance

Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and John Hancock Hedged Equity ETF (JHDG) is an ETF from John Hancock Investment Management. Year to date, CGUS is up 11.95% versus a gain of 10.57% for JHDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

CGUS charges 0.33% per year while JHDG 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 0.18% for JHDG.

Holdings Overlap

CGUS already in JHDG39.3%
JHDG already in CGUS43.2%

39.3% of CGUS's money is in holdings JHDG also owns. 43.2% of JHDG's money is in holdings CGUS also owns.

The two portfolios partly overlap.

11 positions in common, counted across the 68 positions we hold weights for in CGUS and 55 in JHDG, against full books of 75 and 117.

What only one of them owns

Our book lists 33 positions for JHDG that do not appear in our book for CGUS (45.8% of the fund), and 48 for CGUS that do not appear in JHDG (50.1%).

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

StockWeight in CGUSWeight in JHDGDifference
MSFTMicrosoft Corp7.05%8.73%1.68%
NVDANvidia Corp7.90%4.89%3.01%
AMZNAmazon.Com Inc4.75%6.32%1.57%
GOOGLAlphabet Inc3.14%6.86%3.72%
AVGOBroadcom Inc5.26%4.31%0.95%
LLYEli Lilly & Co.3.68%2.91%0.77%
JPMJpmorgan Chase1.74%4.32%2.58%
AMATApplied Materials, Inc.2.08%1.20%0.88%
ANETArista Networks Inc.1.47%1.63%0.16%
MUMicron Technology, Inc.0.38%2.03%1.65%

43.2% of JHDG is already inside CGUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CGUSJHDG

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Frequently Asked Questions

Which is cheaper, CGUS or JHDG?

CGUS has an expense ratio of 0.33% while JHDG charges 0.49%. CGUS is the cheaper option, by $16 a year on a $10,000 investment.

What is the holdings overlap between CGUS and JHDG?

43.2% of JHDG's money is in holdings CGUS also owns. 43.2% of JHDG's is in holdings CGUS also owns. They hold 11 positions in common, counted across the 68 positions we hold weights for in CGUS and 55 in JHDG.

Which pays a higher dividend, CGUS or JHDG?

CGUS yields 0.83% while JHDG yields 0.18%, so CGUS currently pays the higher dividend yield.

Is JHDG better than CGUS?

CGUS has a lower expense ratio. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 47.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.