CGUS vs QIDX
Capital Group Core Equity ETF vs Indexperts Quality Earnings Focused ETF
Which is better, CGUS or QIDX?
CGUS has been ahead.
CGUS has a lower expense ratio. CGUS led over 1Y and the full window. QIDX is less concentrated, with 26.2% 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 | QIDX |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.50% |
| AUM | $12.3B | $39M |
| Dividend Yield | 0.83% | 0.93% |
| Holdings | 75 | 264 |
| YTD Return | +11.95%Best | +7.85% |
| 1Y Return | +15.39%Best | +7.18% |
| 3Y Return (annualized) | +21.76% | - |
| Volatility (annualized) | 12.8% | 9.9%Best |
| Max Drawdown | -18.1% | -15.0%Best |
| $10,000 over 1.8 years | $13,119Best | $11,722 |
| Top 10 Weight | 43.8% | 26.2%Best |
| Fund Family | Capital Group (US) | Indexperts |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Dec 31, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 2, 2025 to Oct 14, 2026 (1.8 years).
CGUS vs QIDX 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 1.8 years both funds cover.
CGUS vs QIDX Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Indexperts Quality Earnings Focused ETF (QIDX) is an ETF from Indexperts. Over the past year CGUS returned +15.39% while QIDX returned +7.18%. Year to date, CGUS is up 11.95% versus a gain of 7.85% for QIDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGUS has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 9.9% for QIDX. 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 -15.0% for QIDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGUS charges 0.33% per year while QIDX charges 0.50%. On a $10,000 position that is $33 vs $50 annually, a gap of $17 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.93% for QIDX.
Holdings Overlap
32.8% of CGUS's money is in holdings QIDX also owns. 23.3% of QIDX'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 131 in QIDX, against full books of 75 and 264.
What only one of them owns
Our book lists 114 positions for QIDX that do not appear in our book for CGUS (76.6% of the fund), and 43 for CGUS that do not appear in QIDX (58.1%).
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 QIDX | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 7.05% | 0.69% | 6.36% |
| GOOGLAlphabet Inc | 3.14% | 3.22% | 0.08% |
| ANETArista Networks Inc Common Stock | 1.47% | 4.54% | 3.07% |
| AAPLApple, Inc | 2.53% | 2.42% | 0.11% |
| LLYEli Lilly & Co. | 3.68% | 1.01% | 2.67% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.87% | 1.94% | 0.07% |
| JPMJpmorgan Chase | 1.74% | 0.96% | 0.78% |
| APHAmphenol Corp. Class A | 1.33% | 1.26% | 0.07% |
| VRTXNvaesrtex Pharmaceuticals Inc | 1.78% | 0.69% | 1.09% |
| MAMastercard Inc | 1.62% | 0.56% | 1.06% |
32.8% of CGUS is already inside QIDX.
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 QIDX?
CGUS has an expense ratio of 0.33% while QIDX charges 0.50%. CGUS is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, CGUS or QIDX?
Over the past year CGUS returned +15.39% vs +7.18% for QIDX, so CGUS leads on 1-year performance. Over the longest common window we track (2 years), CGUS annualized +16.28% vs +9.23% for QIDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or QIDX?
CGUS has been the more volatile fund at 12.8% annualized versus 9.9% for QIDX. Worst drawdown: CGUS -18.1% vs QIDX -15.0%.
Should I hold both CGUS and QIDX?
CGUS and QIDX have a monthly-return correlation of 0.79, 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 QIDX?
32.8% of CGUS's money is in holdings QIDX also owns. 23.3% of QIDX'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 131 in QIDX.
Which pays a higher dividend, CGUS or QIDX?
CGUS yields 0.83% while QIDX yields 0.93%, so QIDX currently pays the higher dividend yield.
Is QIDX better than CGUS?
CGUS has a lower expense ratio. CGUS led over 1Y and the full window. QIDX is less concentrated, with 26.2% 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.