CGUS vs WAGN

CGUS vs WAGN

Which is better, CGUS or WAGN?

WAGN has been ahead.

CGUS has a lower expense ratio. WAGN led over 1Y. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 68.1%.

Lower Fees: CGUSHigher Returns (1Y): WAGNLess 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

MetricCGUSWAGN
Expense Ratio0.33%Best0.90%
AUM$12.3B$302M
Dividend Yield0.83%0.00%
Holdings7542
YTD Return+12.40%Best+7.37%
1Y Return+15.55%-
3Y Return (annualized)+21.90%-
Top 10 Weight43.8%Best68.1%
Fund FamilyCapital Group (US)Pabrai Wagons Fund
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 22, 2022Feb 9, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

CGUS vs WAGN 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.

Compare CGUS against instead:CGUS vs SPYCGUS vs QQQCGUS vs VOOCGUS vs VTIWAGN against:WAGN vs VXUS

CGUS vs WAGN Performance

Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Pabrai Wagons ETF (WAGN) is an ETF from Pabrai Wagons Fund. Year to date, CGUS is up 12.40% versus a gain of 7.37% for WAGN.

Past performance does not guarantee future results.

Fees and Cost Over Time

CGUS charges 0.33% per year while WAGN charges 0.90%. On a $10,000 position that is $33 vs $90 annually, a gap of $57 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.00% for WAGN.

Holdings Overlap

We hold position weights for 68 holdings in CGUS and 21 in WAGN, totalling 100.0% and 100.4% 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 21 in WAGN, against full books of 75 and 42.

What only one of them owns

Our book lists 6 positions for WAGN that do not appear in our book for CGUS (25.5% of the fund), and 59 for CGUS that do not appear in WAGN (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 WAGN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CGUSWAGN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGUS or WAGN?

CGUS has an expense ratio of 0.33% while WAGN charges 0.90%. CGUS is the cheaper option, by $57 a year on a $10,000 investment.

Which pays a higher dividend, CGUS or WAGN?

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

Is WAGN better than CGUS?

CGUS has a lower expense ratio. WAGN led over 1Y. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 68.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.