CGUS vs LDRX
Capital Group Core Equity ETF vs SGI Enhanced Market Leaders ETF
Which is better, CGUS or LDRX?
LDRX has been ahead.
CGUS has a lower expense ratio. LDRX led over 1Y and the full window. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 55.2%.
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 | LDRX |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.59% |
| AUM | $12.3B | $261M |
| Dividend Yield | 0.83% | 0.97% |
| Holdings | 75 | 104 |
| YTD Return | +11.95% | +13.27%Best |
| 1Y Return | +15.39% | +16.78%Best |
| 3Y Return (annualized) | +21.76% | - |
| Volatility (annualized) | 11.6%Best | 13.6% |
| Max Drawdown | -9.6%Best | -10.6% |
| $10,000 over 1.4 years | $13,427 | $13,893Best |
| Top 10 Weight | 43.8%Best | 55.2% |
| Fund Family | Capital Group (US) | Summit Global Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | May 5, 2025 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 5, 2025 to Oct 14, 2026 (1.4 years).
CGUS vs LDRX 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 1.4 years both funds cover.
CGUS vs LDRX Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments. Over the past year CGUS returned +15.39% while LDRX returned +16.78%. Year to date, CGUS is up 11.95% versus a gain of 13.27% for LDRX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.6% 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 -9.6% for CGUS and -10.6% for LDRX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGUS charges 0.33% per year while LDRX charges 0.59%. On a $10,000 position that is $33 vs $59 annually, a gap of $26 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.97% for LDRX.
Holdings Overlap
65.8% of CGUS's money is in holdings LDRX also owns. 67.8% of LDRX's money is in holdings CGUS also owns.
The two portfolios partly overlap.
33 positions in common, counted across the 68 positions we hold weights for in CGUS and 100 in LDRX, against full books of 75 and 104.
What only one of them owns
Measured across the 68 and 100 positions we hold weights for.
CGUS holds 26 positions LDRX does not, 23.6% of the fund.
Largest: GOOG 1.89%, VRTX 1.78%, STX 1.36%, APH 1.33%, ADP 1.30%
Top Shared Holdings
| Stock | Weight in CGUS | Weight in LDRX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 11.55% | 3.65% |
| MSFTMicrosoft Corp | 7.05% | 7.76% | 0.71% |
| AAPLApple, Inc | 2.53% | 9.87% | 7.34% |
| GOOGLAlphabet Inc | 3.14% | 7.61% | 4.47% |
| AMZNAmazon.Com Inc | 4.75% | 5.13% | 0.38% |
| AVGOBroadcom Inc | 5.26% | 3.43% | 1.83% |
| METAMeta Platforms Inc | 4.55% | 3.28% | 1.27% |
| LLYEli Lilly & Co. | 3.68% | 1.83% | 1.85% |
| JPMJpmorgan Chase | 1.74% | 1.86% | 0.12% |
| AMATApplied Materials, Inc. | 2.08% | 0.83% | 1.25% |
67.8% of LDRX 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.
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Frequently Asked Questions
Which is cheaper, CGUS or LDRX?
CGUS has an expense ratio of 0.33% while LDRX charges 0.59%. CGUS is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, CGUS or LDRX?
Over the past year CGUS returned +15.39% vs +16.78% for LDRX, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), CGUS annualized +23.43% vs +26.47% for LDRX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or LDRX?
LDRX has been the more volatile fund at 13.6% annualized versus 11.6% for CGUS. Worst drawdown: CGUS -9.6% vs LDRX -10.6%.
Should I hold both CGUS and LDRX?
CGUS and LDRX have a monthly-return correlation of 0.89, 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 LDRX?
67.8% of LDRX's money is in holdings CGUS also owns. 67.8% of LDRX's is in holdings CGUS also owns. They hold 33 positions in common, counted across the 68 positions we hold weights for in CGUS and 100 in LDRX.
Which pays a higher dividend, CGUS or LDRX?
CGUS yields 0.83% while LDRX yields 0.97%, so LDRX currently pays the higher dividend yield.
Is LDRX better than CGUS?
CGUS has a lower expense ratio. LDRX led over 1Y and the full window. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 55.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.