CGUS vs PSTR
Capital Group Core Equity ETF vs PeakShares Sector Rotation ETF
Which is better, CGUS or PSTR?
Each has led over a different period.
CGUS has a lower expense ratio. CGUS led over the full window, PSTR over 1Y. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 56.4%.
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 | PSTR |
|---|---|---|
| Expense Ratio | 0.33%Best | 1.06% |
| AUM | $12.3B | $67M |
| Dividend Yield | 0.83% | 4.95% |
| Holdings | 75 | 340 |
| YTD Return | +11.95% | +12.31%Best |
| 1Y Return | +15.39% | +15.84%Best |
| 3Y Return (annualized) | +21.76% | - |
| Volatility (annualized) | 11.4% | 7.8%Best |
| Max Drawdown | -18.1% | -13.7%Best |
| $10,000 over 2.5 years | $15,438Best | $14,552 |
| Top 10 Weight | 43.8%Best | 56.4% |
| Fund Family | Capital Group (US) | PeakShares LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Apr 30, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 30, 2024 to Oct 14, 2026 (2.5 years).
CGUS vs PSTR 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 2.5 years both funds cover.
CGUS vs PSTR Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC. Over the past year CGUS returned +15.39% while PSTR returned +15.84%. Year to date, CGUS is up 11.95% versus a gain of 12.31% for PSTR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGUS has been the more volatile fund, with annualized monthly volatility of 11.4% compared with 7.8% for PSTR. 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 -13.7% for PSTR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGUS charges 0.33% per year while PSTR charges 1.06%. On a $10,000 position that is $33 vs $106 annually, a gap of $73 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 4.95% for PSTR.
Holdings Overlap
43.5% of CGUS's money is in holdings PSTR also owns. 15.9% of PSTR's money is in holdings CGUS also owns.
The two portfolios partly overlap.
17 positions in common, counted across the 68 positions we hold weights for in CGUS and 101 in PSTR, against full books of 75 and 340.
What only one of them owns
Our book lists 76 positions for PSTR that do not appear in our book for CGUS (81.0% of the fund), and 43 for CGUS that do not appear in PSTR (48.8%).
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 PSTR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 1.97% | 5.93% |
| MSFTMicrosoft Corp | 7.05% | 2.79% | 4.26% |
| METAMeta Platforms Inc | 4.55% | 2.47% | 2.08% |
| AMZNAmazon.Com Inc | 4.75% | 1.46% | 3.29% |
| AVGOBroadcom Inc | 5.26% | 0.26% | 5.00% |
| GOOGAlphabet Inc. C | 1.89% | 1.44% | 0.45% |
| AAPLApple, Inc | 2.53% | 0.74% | 1.79% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 2.84% | 0.08% | 2.76% |
| UBERUber Technologies Inc | 1.34% | 0.36% | 0.98% |
| MUMicron Technology, Inc. | 0.38% | 1.24% | 0.86% |
43.5% of CGUS is already inside PSTR.
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 PSTR?
CGUS has an expense ratio of 0.33% while PSTR charges 1.06%. CGUS is the cheaper option, by $73 a year on a $10,000 investment.
Which performed better, CGUS or PSTR?
Over the past year CGUS returned +15.39% vs +15.84% for PSTR, so PSTR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or PSTR?
CGUS has been the more volatile fund at 11.4% annualized versus 7.8% for PSTR. Worst drawdown: CGUS -18.1% vs PSTR -13.7%.
Should I hold both CGUS and PSTR?
CGUS and PSTR have a monthly-return correlation of 0.85, 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 PSTR?
43.5% of CGUS's money is in holdings PSTR also owns. 15.9% of PSTR's is in holdings CGUS also owns. They hold 17 positions in common, counted across the 68 positions we hold weights for in CGUS and 101 in PSTR.
Which pays a higher dividend, CGUS or PSTR?
CGUS yields 0.83% while PSTR yields 4.95%, so PSTR currently pays the higher dividend yield.
Is PSTR better than CGUS?
CGUS has a lower expense ratio. CGUS led over the full window, PSTR over 1Y. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 56.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.