CGGG vs. FGRTX

Last updated Jun 4, 2026

CGGG (Capital Group U.S. Large Growth ETF) and FGRTX (Fidelity Mega Cap Stock Fund) are both funds - CGGG is a Large Cap Growth Equities fund actively managed by Capital Group, while FGRTX is a Large Cap Blend Equities fund managed by Fidelity. Their correlation of 0.89 suggests significant overlap in exposure. CGGG charges 0.39%/yr vs 0.61%/yr for FGRTX.

Performance

CGGG vs. FGRTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group U.S. Large Growth ETF (CGGG) and Fidelity Mega Cap Stock Fund (FGRTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CGGG achieves a 2.00% return, which is significantly lower than FGRTX's 10.50% return.

CGGG

• 1D: -1.28%
• 1M: 1.82%
• YTD: 2.00%
• 6M: 2.02%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FGRTX

• 1D: -0.32%
• 1M: 3.41%
• YTD: 10.50%
• 6M: 12.42%
• 1Y: 31.38%
• 3Y*: 25.59%
• 5Y*: 16.32%
• 10Y*: 16.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CGGG vs. FGRTX - Yearly Performance Comparison

	2026 (YTD)	2025
CGGG Capital Group U.S. Large Growth ETF	2.00%	10.45%
FGRTX Fidelity Mega Cap Stock Fund	10.50%	14.43%

Correlation

The correlation between CGGG and FGRTX is 0.89, 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	0.89

Return for Risk

CGGG vs. FGRTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGRTX

FGRTX Risk / Return Rank: 80
FGRTX Sharpe Ratio Rank: 84
FGRTX Sortino Ratio Rank: 78
FGRTX Omega Ratio Rank: 75
FGRTX Calmar Ratio Rank: 79
FGRTX Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CGGG vs. FGRTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Growth ETF (CGGG) and Fidelity Mega Cap Stock Fund (FGRTX). 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.

Sharpe Ratios by Period

	CGGG	FGRTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.70	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.98	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.91	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.78	0.48	+0.31

Drawdowns

CGGG vs. FGRTX - Drawdown Comparison

The maximum CGGG drawdown since its inception was -17.75%, smaller than the maximum FGRTX drawdown of -56.17%. Use the drawdown chart below to compare losses from any high point for CGGG and FGRTX.

Drawdown Indicators

	CGGG	FGRTX	Difference
Max Drawdown Largest peak-to-trough decline	-17.75%	-56.17%	+38.42%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.99%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.51%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-23.35%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.18%	—
Current Drawdown Current decline from peak	-1.98%	-0.32%	-1.66%
Average Drawdown Average peak-to-trough decline	-3.80%	-8.72%	+4.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.98%	—

Volatility

Volatility by Period

	CGGG	FGRTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.71%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.06%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.50%	11.98%	+5.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.50%	16.70%	+0.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.50%	18.12%	-0.62%

CGGG vs. FGRTX - Expense Ratio Comparison

CGGG has a 0.39% expense ratio, which is lower than FGRTX's 0.61% expense ratio.

Dividends

CGGG vs. FGRTX - Dividend Comparison

CGGG's dividend yield for the trailing twelve months is around 0.07%, less than FGRTX's 3.52% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CGGG Capital Group U.S. Large Growth ETF	0.07%	0.07%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FGRTX Fidelity Mega Cap Stock Fund	3.52%	3.89%	2.68%	2.06%	4.38%	4.79%	7.96%	12.98%	21.72%	15.57%	1.97%	4.16%

Frequently Asked Questions

Can I hold both CGGG and FGRTX in my portfolio?

CGGG and FGRTX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.