CGUS vs LGHT

CGUS vs LGHT

Which is better, CGUS or LGHT?

CGUS has been ahead.

CGUS has a lower expense ratio. CGUS led over 1Y and the full window. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 75.5%.

Lower Fees: CGUSHigher Returns: 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

MetricCGUSLGHT
Expense Ratio0.33%Best0.85%
AUM$12.3B$2M
Dividend Yield0.83%0.00%
Holdings7532
YTD Return+12.40%Best+12.20%
1Y Return+15.55%Best+11.48%
3Y Return (annualized)+21.90%-
Volatility (annualized)11.6%Best17.9%
Max Drawdown-18.1%Best-28.6%
$10,000 over 2.8 years$16,483Best$11,023
Top 10 Weight43.8%Best75.5%
Fund FamilyCapital Group (US)Langar Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 22, 2022Jan 10, 2024

Not shown on this pair: 5Y Return (annualized).

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Jan 10, 2024 to Oct 15, 2026 (2.8 years).

CGUS vs LGHT 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 2.8 years both funds cover.

Compare CGUS against instead:CGUS vs SPYCGUS vs QQQCGUS vs VOOCGUS vs VTILGHT against:LGHT vs VXUS

CGUS vs LGHT Performance

Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Langar Global Healthtech ETF (LGHT) is an ETF from Langar Investment Management. Over the past year CGUS returned +15.55% while LGHT returned +11.48%. Year to date, CGUS is up 12.40% versus a gain of 12.20% for LGHT.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LGHT has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -18.1% for CGUS and -28.6% for LGHT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CGUS charges 0.33% per year while LGHT charges 0.85%. On a $10,000 position that is $33 vs $85 annually, a gap of $52 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.00% for LGHT.

Holdings Overlap

We hold position weights for 68 holdings in CGUS and 31 in LGHT, totalling 100.0% and 100.0% 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 31 in LGHT, against full books of 75 and 32.

What only one of them owns

Our book lists 27 positions for LGHT that do not appear in our book for CGUS (89.1% of the fund), and 59 for CGUS that do not appear in LGHT (89.4%).

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.

You are not choosing between two funds in isolation.

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

CGUSLGHT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGUS or LGHT?

CGUS has an expense ratio of 0.33% while LGHT charges 0.85%. CGUS is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, CGUS or LGHT?

Over the past year CGUS returned +15.55% vs +11.48% for LGHT, so CGUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGUS or LGHT?

LGHT has been the more volatile fund at 17.9% annualized versus 11.6% for CGUS. Worst drawdown: CGUS -18.1% vs LGHT -28.6%.

Should I hold both CGUS and LGHT?

CGUS and LGHT have a monthly-return correlation of 0.34, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CGUS or LGHT?

CGUS yields 0.83% while LGHT yields 0.00%, so CGUS currently pays the higher dividend yield.

Is LGHT better than CGUS?

CGUS has a lower expense ratio. CGUS led over 1Y and the full window. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 75.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.