CGUS vs PSET
Capital Group Core Equity ETF vs Principal Quality ETF
Which is better, CGUS or PSET?
Nearly the same fund. PSET costs less.
PSET has a lower expense ratio. CGUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. PSET is less concentrated, with 34.2% of the fund in its ten largest positions against 43.8%.
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 | PSET |
|---|---|---|
| Expense Ratio | 0.33% | 0.15%Best |
| AUM | $12.3B | $26M |
| Dividend Yield | 0.83% | 0.69% |
| Holdings | 75 | 150 |
| YTD Return | +11.95%Best | +5.26% |
| 1Y Return | +15.39%Best | +6.00% |
| 3Y Return (annualized) | +21.76%Best | +13.51% |
| 5Y Return (annualized) | - | +8.64% |
| Volatility (annualized) | 14.7%Best | 15.8% |
| Max Drawdown | -21.9%Best | -22.0% |
| $10,000 over 4.6 years | $19,073Best | $15,982 |
| Top 10 Weight | 43.8% | 34.2%Best |
| Fund Family | Capital Group (US) | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Mar 21, 2016 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 14, 2026 (4.6 years).
CGUS vs PSET 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 4.6 years both funds cover.
CGUS vs PSET Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Principal Quality ETF (PSET) is an ETF from Principal Funds. Over the past year CGUS returned +15.39% while PSET returned +6.00%. Year to date, CGUS is up 11.95% versus a gain of 5.26% for PSET.
Over three years, CGUS compounded at +21.76% per year against +13.51% for PSET.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSET has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 14.7% 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 -21.9% for CGUS and -22.0% for PSET. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. 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 PSET charges 0.15%. On a $10,000 position that is $33 vs $15 annually, a gap of $18 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.69% for PSET.
Holdings Overlap
45.0% of CGUS's money is in holdings PSET also owns. 37.6% of PSET's money is in holdings CGUS also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 68 positions we hold weights for in CGUS and 73 in PSET, against full books of 75 and 150.
What only one of them owns
Our book lists 56 positions for PSET that do not appear in our book for CGUS (60.3% of the fund), and 44 for CGUS that do not appear in PSET (44.4%).
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.
Top Shared Holdings
| Stock | Weight in CGUS | Weight in PSET | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 7.13% | 0.77% |
| MSFTMicrosoft Corp | 7.05% | 4.38% | 2.67% |
| AAPLApple, Inc | 2.53% | 6.11% | 3.58% |
| AMZNAmazon.Com Inc | 4.75% | 2.27% | 2.48% |
| AVGOBroadcom Inc | 5.26% | 1.19% | 4.07% |
| METAMeta Platforms Inc | 4.55% | 0.97% | 3.58% |
| GOOGAlphabet Inc. C | 1.89% | 2.88% | 0.99% |
| GOOGLAlphabet Inc | 3.14% | 1.28% | 1.86% |
| AMATApplied Materials, Inc. | 2.08% | 2.27% | 0.19% |
| MAMastercard Inc | 1.62% | 1.81% | 0.19% |
45.0% of CGUS is already inside PSET.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CGUS or PSET?
CGUS has an expense ratio of 0.33% while PSET charges 0.15%. PSET is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, CGUS or PSET?
Over the past year CGUS returned +15.39% vs +6.00% for PSET, 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 PSET?
PSET has been the more volatile fund at 15.8% annualized versus 14.7% for CGUS. Worst drawdown: CGUS -21.9% vs PSET -22.0%.
Should I hold both CGUS and PSET?
CGUS and PSET have a monthly-return correlation of 0.95, 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 PSET?
45.0% of CGUS's money is in holdings PSET also owns. 37.6% of PSET's is in holdings CGUS also owns. They hold 15 positions in common, counted across the 68 positions we hold weights for in CGUS and 73 in PSET.
Which pays a higher dividend, CGUS or PSET?
CGUS yields 0.83% while PSET yields 0.69%, so CGUS currently pays the higher dividend yield.
Is PSET better than CGUS?
PSET has a lower expense ratio. CGUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. PSET is less concentrated, with 34.2% of the fund in its ten largest positions against 43.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.