CGGG vs. ATFV
CGGG (Capital Group U.S. Large Growth ETF) and ATFV (Alger 35 ETF) are both Large Cap Growth Equities funds. CGGG is actively managed, while ATFV is passively managed. Their correlation of 0.83 suggests significant overlap in exposure. CGGG charges 0.39%/yr vs 0.55%/yr for ATFV.
Performance
CGGG vs. ATFV - Performance Comparison
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Returns By Period
In the year-to-date period, CGGG achieves a 2.00% return, which is significantly lower than ATFV's 16.46% return.
CGGG
- 1D
- -1.28%
- 1M
- 1.82%
- YTD
- 2.00%
- 6M
- 2.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ATFV
- 1D
- -2.00%
- 1M
- 8.35%
- YTD
- 16.46%
- 6M
- 16.04%
- 1Y
- 48.62%
- 3Y*
- 39.26%
- 5Y*
- 15.56%
- 10Y*
- —
CGGG vs. ATFV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CGGG Capital Group U.S. Large Growth ETF | 2.00% | 10.45% |
ATFV Alger 35 ETF | 16.46% | 19.84% |
Correlation
The correlation between CGGG and ATFV is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 27, 2025 | 0.83 |
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Return for Risk
CGGG vs. ATFV — Risk / Return Rank
CGGG
ATFV
CGGG vs. ATFV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Growth ETF (CGGG) and Alger 35 ETF (ATFV). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| CGGG | ATFV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.12 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.59 | +0.19 |
Drawdowns
CGGG vs. ATFV - Drawdown Comparison
The maximum CGGG drawdown since its inception was -17.75%, smaller than the maximum ATFV drawdown of -45.34%. Use the drawdown chart below to compare losses from any high point for CGGG and ATFV.
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Drawdown Indicators
| CGGG | ATFV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.75% | -45.34% | +27.59% |
Max Drawdown (1Y)Largest decline over 1 year | — | -18.29% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -29.01% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.34% | — |
Current DrawdownCurrent decline from peak | -1.98% | -2.72% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -17.81% | +14.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.33% | — |
Volatility
CGGG vs. ATFV - Volatility Comparison
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Volatility by Period
| CGGG | ATFV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.65% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 17.34% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 23.00% | -5.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 26.62% | -9.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 26.55% | -9.05% |
CGGG vs. ATFV - Expense Ratio Comparison
CGGG has a 0.39% expense ratio, which is lower than ATFV's 0.55% expense ratio.
Dividends
CGGG vs. ATFV - Dividend Comparison
CGGG's dividend yield for the trailing twelve months is around 0.07%, less than ATFV's 0.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
ATFV Alger 35 ETF | 0.17% | 0.20% | 0.16% | 0.01% | 0.06% |
CGGG Capital Group U.S. Large Growth ETF | 0.07% | 0.07% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CGGG and ATFV have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CGGG is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CGGG is cheaper with a 0.39% expense ratio, compared with 0.55% for ATFV.
ATFV has the higher dividend yield at 0.17%, compared with 0.07% for CGGG.
They also come from different issuers: Capital Group and Alger Group Holdings LLC. Their fees differ too: 0.39% for CGGG and 0.55% for ATFV.
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