CGUS vs LCTO

CGUS vs LCTO

Which is better, CGUS or LCTO?

CGUS costs less.

CGUS has a lower expense ratio.

Lower Fees: 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

MetricCGUSLCTO
Expense Ratio0.33%Best0.70%
AUM$12.3B$501,400.12
Dividend Yield0.83%0.38%
Holdings7529
YTD Return+11.95%Best-0.55%
1Y Return+15.39%-
3Y Return (annualized)+21.76%-
Fund FamilyCapital Group (US)Kurv
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 22, 2022Jul 6, 2026

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

CGUS vs LCTO 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 VTILCTO against:LCTO vs VXUS

CGUS vs LCTO Performance

Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Kurv US Large Cap TaxOptimized ETF (LCTO) is an ETF from Kurv. Year to date, CGUS is up 11.95% versus a loss of 0.55% for LCTO.

Past performance does not guarantee future results.

Fees and Cost Over Time

CGUS charges 0.33% per year while LCTO charges 0.70%. On a $10,000 position that is $33 vs $70 annually, a gap of $37 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.38% for LCTO.

Holdings Overlap

We hold position weights for 68 holdings in CGUS and 10 in LCTO, totalling 100.0% and 94.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 68 positions we hold weights for in CGUS and 10 in LCTO, against full books of 75 and 29.

You are not choosing between two funds in isolation.

Whichever of CGUS and LCTO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CGUSLCTO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGUS or LCTO?

CGUS has an expense ratio of 0.33% while LCTO charges 0.70%. CGUS is the cheaper option, by $37 a year on a $10,000 investment.

Which pays a higher dividend, CGUS or LCTO?

CGUS yields 0.83% while LCTO yields 0.38%, so CGUS currently pays the higher dividend yield.

Is LCTO better than CGUS?

CGUS has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.