CGCP vs. SCHG
CGCP (Capital Group Core Plus Income ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both exchange-traded funds - CGCP is a Intermediate Core-Plus Bond fund actively managed by Capital Group, while SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. CGCP is actively managed, while SCHG is passively managed. Over the past 3 years, CGCP returned 5.14%/yr vs 22.70%/yr for SCHG. At a 0.29 correlation, their price movements are largely independent. CGCP charges 0.34%/yr vs 0.04%/yr for SCHG.
Performance
CGCP vs. SCHG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CGCP achieves a 0.38% return, which is significantly lower than SCHG's 2.76% return.
CGCP
- 1D
- -0.27%
- 1M
- 0.45%
- YTD
- 0.38%
- 6M
- 0.50%
- 1Y
- 4.94%
- 3Y*
- 5.14%
- 5Y*
- —
- 10Y*
- —
SCHG
- 1D
- -1.24%
- 1M
- -2.59%
- YTD
- 2.76%
- 6M
- 2.11%
- 1Y
- 20.89%
- 3Y*
- 22.70%
- 5Y*
- 13.68%
- 10Y*
- 18.81%
CGCP vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CGCP Capital Group Core Plus Income ETF | 0.38% | 7.35% | 2.95% | 7.17% | -9.68% |
SCHG Schwab U.S. Large-Cap Growth ETF | 2.76% | 17.50% | 34.95% | 50.10% | -17.53% |
Correlation
The correlation between CGCP and SCHG is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.29 |
The correlation between CGCP and SCHG shifts across timeframes, from 0.25 (3 years) to 0.36 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CGCP vs. SCHG — Risk / Return Rank
CGCP
SCHG
CGCP vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Plus Income ETF (CGCP) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CGCP | SCHG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.28 | +0.64 |
| Martin ratioReturn relative to average drawdown | 6.06 | 4.19 | +1.88 |
Loading charts...
Drawdowns
CGCP vs. SCHG - Drawdown Comparison
The maximum CGCP drawdown since its inception was -15.06%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for CGCP and SCHG.
Loading charts...
Drawdown Indicators
| CGCP | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.06% | -34.59% | +19.53% |
Max Drawdown (1Y)Largest decline over 1 year | -2.59% | -16.41% | +13.82% |
Max Drawdown (3Y)Largest decline over 3 years | -5.37% | -23.39% | +18.02% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.59% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -1.12% | -5.16% | +4.04% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -5.20% | +0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 5.00% | -4.18% |
Volatility
CGCP vs. SCHG - Volatility Comparison
The current volatility for Capital Group Core Plus Income ETF (CGCP) is 1.12%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.78%. This indicates that CGCP experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CGCP | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.12% | 5.78% | -4.66% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 12.50% | -9.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.67% | 16.21% | -12.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.34% | 22.37% | -16.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.34% | 21.61% | -15.27% |
CGCP vs. SCHG - Expense Ratio Comparison
CGCP has a 0.34% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Dividends
CGCP vs. SCHG - Dividend Comparison
CGCP's dividend yield for the trailing twelve months is around 5.16%, more than SCHG's 0.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGCP Capital Group Core Plus Income ETF | 5.16% | 5.10% | 5.17% | 4.98% | 2.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Frequently Asked Questions
CGCP and SCHG have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCHG has higher volatility (5.78%) compared to CGCP (1.12%). In terms of maximum drawdown, CGCP dropped -15.06% vs SCHG's -34.59%.
On 3-year performance, SCHG leads with 22.70% vs 5.14% for CGCP. On fees, SCHG is cheaper at 0.04% per year. On volatility, CGCP has been the lower-risk option at 1.12%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SCHG has performed better with a 22.70% return vs 5.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHG is cheaper with a 0.04% expense ratio, compared with 0.34% for CGCP.
CGCP has the higher dividend yield at 5.16%, compared with 0.38% for SCHG.
CGCP is categorized as Intermediate Core-Plus Bond, while SCHG is Large Cap Growth Equities. They also come from different issuers: Capital Group and Charles Schwab. Their fees differ too: 0.34% for CGCP and 0.04% for SCHG.
CGCP currently has the higher Sharpe Ratio (1.35 vs 1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CGCP and SCHG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer