CGUS vs XLII
Capital Group Core Equity ETF vs State Street Industrial Select Sector SPDR Premium Income ETF
Which is better, CGUS or XLII?
CGUS has been ahead.
CGUS has a lower expense ratio. CGUS led over 1Y and the full window.
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 | XLII |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.35% |
| AUM | $12.3B | $15M |
| Dividend Yield | 0.83% | 13.64% |
| Holdings | 75 | 8 |
| YTD Return | +11.95%Best | +5.16% |
| 1Y Return | +15.39%Best | +10.09% |
| 3Y Return (annualized) | +21.76% | - |
| Volatility (annualized) | 11.7%Best | 11.9% |
| Max Drawdown | -9.6%Best | -10.1% |
| $10,000 over 1.2 years | $11,870Best | $11,303 |
| Fund Family | Capital Group (US) | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Jul 29, 2025 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 30, 2025 to Oct 14, 2026 (1.2 years).
CGUS vs XLII 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 1.2 years both funds cover.
CGUS vs XLII Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII) is an ETF from State Street Investment Management. Over the past year CGUS returned +15.39% while XLII returned +10.09%. Year to date, CGUS is up 11.95% versus a gain of 5.16% for XLII.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XLII has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 11.7% 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 -9.6% for CGUS and -10.1% for XLII. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGUS charges 0.33% per year while XLII charges 0.35%. On a $10,000 position that is $33 vs $35 annually, a gap of $2 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 13.64% for XLII.
Holdings Overlap
We hold position weights for 68 holdings in CGUS and 2 in XLII, totalling 100.0% and 100.1% 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 2 in XLII, against full books of 75 and 8.
You are not choosing between two funds in isolation.
Whichever of CGUS and XLII you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CGUS or XLII?
CGUS has an expense ratio of 0.33% while XLII charges 0.35%. CGUS is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, CGUS or XLII?
Over the past year CGUS returned +15.39% vs +10.09% for XLII, so CGUS leads on 1-year performance. Over the longest common window we track (1 years), CGUS annualized +15.36% vs +10.75% for XLII. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or XLII?
XLII has been the more volatile fund at 11.9% annualized versus 11.7% for CGUS. Worst drawdown: CGUS -9.6% vs XLII -10.1%.
Should I hold both CGUS and XLII?
CGUS and XLII have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CGUS or XLII?
CGUS yields 0.83% while XLII yields 13.64%, so XLII currently pays the higher dividend yield.
Is XLII better than CGUS?
CGUS has a lower expense ratio. CGUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.