APUE vs. CGGR
Compare and contrast key facts about ActivePassive U.S. Equity ETF (APUE) and Capital Group Growth ETF (CGGR).
APUE and CGGR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. APUE is an actively managed fund by ActivePassive. It was launched on May 2, 2023. CGGR is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APUE or CGGR.
Key characteristics
| APUE | CGGR | |
|---|---|---|
| YTD Return | 23.14% | 25.15% |
| 1Y Return | 35.31% | 41.51% |
| Sharpe Ratio | 2.71 | 2.63 |
| Sortino Ratio | 3.64 | 3.43 |
| Omega Ratio | 1.49 | 1.47 |
| Calmar Ratio | 3.49 | 3.44 |
| Martin Ratio | 16.98 | 16.28 |
| Ulcer Index | 2.07% | 2.57% |
| Daily Std Dev | 12.96% | 15.96% |
| Max Drawdown | -10.08% | -28.90% |
| Current Drawdown | -0.20% | -0.98% |
Correlation
The correlation between APUE and CGGR is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
APUE vs. CGGR - Performance Comparison
In the year-to-date period, APUE achieves a 23.14% return, which is significantly lower than CGGR's 25.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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APUE vs. CGGR - Expense Ratio Comparison
APUE has a 0.33% expense ratio, which is lower than CGGR's 0.39% expense ratio.
Risk-Adjusted Performance
APUE vs. CGGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ActivePassive U.S. Equity ETF (APUE) and Capital Group Growth ETF (CGGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
APUE vs. CGGR - Dividend Comparison
APUE's dividend yield for the trailing twelve months is around 0.33%, which matches CGGR's 0.33% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
APUE ActivePassive U.S. Equity ETF | 0.33% | 0.41% | 0.00% |
CGGR Capital Group Growth ETF | 0.33% | 0.40% | 0.33% |
Drawdowns
APUE vs. CGGR - Drawdown Comparison
The maximum APUE drawdown since its inception was -10.08%, smaller than the maximum CGGR drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for APUE and CGGR. For additional features, visit the drawdowns tool.
Volatility
APUE vs. CGGR - Volatility Comparison
The current volatility for ActivePassive U.S. Equity ETF (APUE) is 3.31%, while Capital Group Growth ETF (CGGR) has a volatility of 3.75%. This indicates that APUE experiences smaller price fluctuations and is considered to be less risky than CGGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.