CGCP vs. SCHG
Compare and contrast key facts about Capital Group Core Plus Income ETF (CGCP) and Schwab U.S. Large-Cap Growth ETF (SCHG).
CGCP and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGCP is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGCP or SCHG.
Performance
CGCP vs. SCHG - Performance Comparison
Returns By Period
In the year-to-date period, CGCP achieves a 2.93% return, which is significantly lower than SCHG's 32.97% return.
CGCP
2.93%
-0.56%
3.38%
7.92%
N/A
N/A
SCHG
32.97%
4.60%
14.88%
38.45%
20.43%
16.46%
Key characteristics
| CGCP | SCHG | |
|---|---|---|
| Sharpe Ratio | 1.37 | 2.26 |
| Sortino Ratio | 2.03 | 2.95 |
| Omega Ratio | 1.25 | 1.41 |
| Calmar Ratio | 0.85 | 3.11 |
| Martin Ratio | 4.62 | 12.34 |
| Ulcer Index | 1.67% | 3.12% |
| Daily Std Dev | 5.65% | 16.99% |
| Max Drawdown | -15.07% | -34.59% |
| Current Drawdown | -3.12% | -1.19% |
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CGCP vs. SCHG - Expense Ratio Comparison
CGCP has a 0.34% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Correlation
The correlation between CGCP and SCHG is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
CGCP vs. SCHG - Risk-Adjusted Performance 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.
Dividends
CGCP vs. SCHG - Dividend Comparison
CGCP's dividend yield for the trailing twelve months is around 5.21%, more than SCHG's 0.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGCP Capital Group Core Plus Income ETF | 5.21% | 4.98% | 2.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
CGCP vs. SCHG - Drawdown Comparison
The maximum CGCP drawdown since its inception was -15.07%, 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. For additional features, visit the drawdowns tool.
Volatility
CGCP vs. SCHG - Volatility Comparison
The current volatility for Capital Group Core Plus Income ETF (CGCP) is 1.26%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.49%. 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.