CGUS vs LCDS
Capital Group Core Equity ETF vs JPMorgan Fundamental Data Science Large Core ETF
Which is better, CGUS or LCDS?
Nearly the same fund. LCDS costs less.
LCDS has a lower expense ratio. LCDS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 44.3%.
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 | LCDS |
|---|---|---|
| Expense Ratio | 0.33% | 0.30%Best |
| AUM | $12.3B | $17M |
| Dividend Yield | 0.83% | 0.86% |
| Holdings | 75 | 230 |
| YTD Return | +11.95% | +13.43%Best |
| 1Y Return | +15.39% | +18.13%Best |
| 3Y Return (annualized) | +21.76% | - |
| Volatility (annualized) | 12.0% | 11.9%Best |
| Max Drawdown | -18.1%Best | -18.4% |
| $10,000 over 2.2 years | $14,419 | $14,806Best |
| Top 10 Weight | 43.8%Best | 44.3% |
| Fund Family | Capital Group (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Aug 7, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 8, 2024 to Oct 14, 2026 (2.2 years).
CGUS vs LCDS 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 2.2 years both funds cover.
CGUS vs LCDS Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and JPMorgan Fundamental Data Science Large Core ETF (LCDS) is an ETF from J.P. Morgan Asset Management. Over the past year CGUS returned +15.39% while LCDS returned +18.13%. Year to date, CGUS is up 11.95% versus a gain of 13.43% for LCDS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGUS has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 11.9% for LCDS. 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 -18.4% for LCDS. 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 LCDS charges 0.30%. On a $10,000 position that is $33 vs $30 annually, a gap of $3 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.86% for LCDS.
Holdings Overlap
60.1% of CGUS's money is in holdings LCDS also owns. 56.5% of LCDS's money is in holdings CGUS also owns.
The two portfolios partly overlap.
29 positions in common, counted across the 68 positions we hold weights for in CGUS and 113 in LCDS, against full books of 75 and 230.
What only one of them owns
Our book lists 84 positions for LCDS that do not appear in our book for CGUS (43.5% of the fund), and 32 for CGUS that do not appear in LCDS (31.5%).
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 LCDS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 9.22% | 1.32% |
| MSFTMicrosoft Corp | 7.05% | 6.60% | 0.45% |
| AAPLApple, Inc | 2.53% | 7.46% | 4.93% |
| AMZNAmazon.Com Inc | 4.75% | 4.19% | 0.56% |
| GOOGLAlphabet Inc | 3.14% | 4.95% | 1.81% |
| AVGOBroadcom Inc | 5.26% | 2.34% | 2.92% |
| METAMeta Platforms Inc | 4.55% | 3.02% | 1.53% |
| LLYEli Lilly & Co. | 3.68% | 1.37% | 2.31% |
| WFCWells Fargo & Co. | 1.27% | 2.01% | 0.74% |
| MAMastercard Inc | 1.62% | 1.63% | 0.01% |
60.1% of CGUS is already inside LCDS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, CGUS or LCDS?
CGUS has an expense ratio of 0.33% while LCDS charges 0.30%. LCDS is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, CGUS or LCDS?
Over the past year CGUS returned +15.39% vs +18.13% for LCDS, so LCDS leads on 1-year performance. Over the longest common window we track (2 years), CGUS annualized +18.10% vs +19.53% for LCDS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or LCDS?
CGUS has been the more volatile fund at 12.0% annualized versus 11.9% for LCDS. Worst drawdown: CGUS -18.1% vs LCDS -18.4%.
Should I hold both CGUS and LCDS?
CGUS and LCDS 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 LCDS?
60.1% of CGUS's money is in holdings LCDS also owns. 56.5% of LCDS's is in holdings CGUS also owns. They hold 29 positions in common, counted across the 68 positions we hold weights for in CGUS and 113 in LCDS.
Which pays a higher dividend, CGUS or LCDS?
CGUS yields 0.83% while LCDS yields 0.86%, so LCDS currently pays the higher dividend yield.
Is LCDS better than CGUS?
LCDS has a lower expense ratio. LCDS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 44.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.