CGUS vs TOAO
Capital Group Core Equity ETF vs Twin Oak Active Opportunities III ETF
Which is better, CGUS or TOAO?
CGUS costs less.
CGUS has a lower expense ratio.
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 | TOAO |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.95% |
| AUM | $12.3B | $452M |
| Dividend Yield | 0.83% | 0.00% |
| Holdings | 75 | 49 |
| YTD Return | +11.95%Best | +8.07% |
| 1Y Return | +15.39% | - |
| 3Y Return (annualized) | +21.76% | - |
| Fund Family | Capital Group (US) | Twin Oak |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Apr 24, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
CGUS vs TOAO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
CGUS vs TOAO Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Twin Oak Active Opportunities III ETF (TOAO) is an ETF from Twin Oak. Year to date, CGUS is up 11.95% versus a gain of 8.07% for TOAO.
Past performance does not guarantee future results.
Fees and Cost Over Time
CGUS charges 0.33% per year while TOAO charges 0.95%. On a $10,000 position that is $33 vs $95 annually, a gap of $62 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.00% for TOAO.
Holdings Overlap
At least 39.1% of CGUS's money is in holdings TOAO also owns.
Only one direction is shown: for TOAO, our book for it lists positions totalling 109.2% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
12 positions in common, counted across the 68 positions we hold weights for in CGUS and 28 in TOAO, against full books of 75 and 49.
Top Shared Holdings
| Stock | Weight in CGUS | Weight in TOAO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 6.55% | 1.35% |
| MSFTMicrosoft Corp | 7.05% | 5.66% | 1.39% |
| AMZNAmazon.Com Inc | 4.75% | 7.15% | 2.40% |
| AVGOBroadcom Inc | 5.26% | 5.72% | 0.46% |
| METAMeta Platforms Inc | 4.55% | 4.26% | 0.29% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 2.84% | 4.44% | 1.60% |
| GOOGAlphabet Inc. C | 1.89% | 4.80% | 2.91% |
| AIR:ASAirbus Se | 0.61% | 4.29% | 3.68% |
| ANETArista Networks Inc. | 1.47% | 2.88% | 1.41% |
| VVisa Inc Class A | 0.69% | 2.72% | 2.03% |
39.1% of CGUS is already inside TOAO.
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 TOAO?
CGUS has an expense ratio of 0.33% while TOAO charges 0.95%. CGUS is the cheaper option, by $62 a year on a $10,000 investment.
What is the holdings overlap between CGUS and TOAO?
At least 39.1% of CGUS's money is in holdings TOAO also owns. Our book for TOAO is partial, so the real figure is this or higher. They hold 12 positions in common, counted across the 68 positions we hold weights for in CGUS and 28 in TOAO.
Which pays a higher dividend, CGUS or TOAO?
CGUS yields 0.83% while TOAO yields 0.00%, so CGUS currently pays the higher dividend yield.
Is TOAO better than CGUS?
CGUS has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.