PortfoliosLab logoPortfoliosLab logo
CGGG vs. QGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CGGG vs. QGRW - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, CGGG achieves a 2.00% return, which is significantly lower than QGRW's 15.43% return.


CGGG

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

QGRW

1D
-1.04%
1M
9.03%
YTD
15.43%
6M
14.57%
1Y
35.66%
3Y*
29.10%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CGGG vs. QGRW - Yearly Performance Comparison


Correlation

The correlation between CGGG and QGRW is 0.92, 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

0.92

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

CGGG vs. QGRW — Risk / Return Rank

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

CGGG

QGRW
QGRW Risk / Return Rank: 5454
Overall Rank
QGRW Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
QGRW Sortino Ratio Rank: 5656
Sortino Ratio Rank
QGRW Omega Ratio Rank: 5757
Omega Ratio Rank
QGRW Calmar Ratio Rank: 4646
Calmar Ratio Rank
QGRW Martin Ratio Rank: 5252
Martin Ratio Rank
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. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Growth ETF (CGGG) and WisdomTree U.S. Quality Growth Fund (QGRW). 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.

CGGG vs. QGRW - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


CGGGQGRWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.78

1.66

-0.88

Drawdowns

CGGG vs. QGRW - Drawdown Comparison

The maximum CGGG drawdown since its inception was -17.75%, smaller than the maximum QGRW drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for CGGG and QGRW.


Loading charts...

Drawdown Indicators


CGGGQGRWDifference

Max Drawdown

Largest peak-to-trough decline

-17.75%

-24.40%

+6.65%

Max Drawdown (1Y)

Largest decline over 1 year

-15.44%

Max Drawdown (3Y)

Largest decline over 3 years

-24.40%

Current Drawdown

Current decline from peak

-1.98%

-1.33%

-0.65%

Average Drawdown

Average peak-to-trough decline

-3.80%

-3.26%

-0.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.94%

Volatility

CGGG vs. QGRW - Volatility Comparison


Loading charts...

Volatility by Period


CGGGQGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.71%

Volatility (6M)

Calculated over the trailing 6-month period

13.67%

Volatility (1Y)

Calculated over the trailing 1-year period

17.50%

17.40%

+0.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.50%

21.08%

-3.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.50%

21.08%

-3.58%

CGGG vs. QGRW - Expense Ratio Comparison

CGGG has a 0.39% expense ratio, which is higher than QGRW's 0.28% expense ratio.


Dividends

CGGG vs. QGRW - Dividend Comparison

CGGG's dividend yield for the trailing twelve months is around 0.07%, which matches QGRW's 0.07% yield.


PositionTTM202520242023
CGGG
Capital Group U.S. Large Growth ETF
0.07%0.07%0.00%0.00%
QGRW
WisdomTree U.S. Quality Growth Fund
0.07%0.09%0.14%0.11%

Frequently Asked Questions


With a correlation of 0.92, CGGG and QGRW move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, QGRW is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QGRW is cheaper with a 0.28% expense ratio, compared with 0.39% for CGGG.

CGGG and QGRW have nearly identical dividend yields, around 0.07%.

They also come from different issuers: Capital Group and WisdomTree. Their fees differ too: 0.39% for CGGG and 0.28% for QGRW.

Portfolio Optimizer

Find the right allocation for CGGG and QGRW

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