CGGG vs. SGRT

Last updated Jun 24, 2026

CGGG (Capital Group U.S. Large Growth ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.68 correlation means they provide meaningful diversification when combined. CGGG charges 0.39%/yr vs 0.59%/yr for SGRT.

Performance

CGGG vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group U.S. Large Growth ETF (CGGG) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CGGG achieves a -1.93% return, which is significantly lower than SGRT's 45.10% return.

CGGG

• 1D: -2.10%
• 1M: -2.48%
• YTD: -1.93%
• 6M: -2.47%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: -5.57%
• 1M: 3.81%
• YTD: 45.10%
• 6M: 41.12%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CGGG vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
CGGG Capital Group U.S. Large Growth ETF	-1.93%	4.65%
SGRT SMART Earnings Growth 30 ETF	45.10%	26.83%

Correlation

The correlation between CGGG and SGRT is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	0.68

Return for Risk

CGGG vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Growth ETF (CGGG) and SMART Earnings Growth 30 ETF (SGRT). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

CGGG vs. SGRT - Drawdown Comparison

The maximum CGGG drawdown since its inception was -17.75%, roughly equal to the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for CGGG and SGRT.

Drawdown Indicators

	CGGG	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-17.75%	-17.87%	+0.12%
Current Drawdown Current decline from peak	-5.75%	-5.57%	-0.18%
Average Drawdown Average peak-to-trough decline	-3.82%	-3.22%	-0.60%

Volatility

Volatility by Period

	CGGG	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	18.33%	35.41%	-17.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.33%	35.41%	-17.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.33%	35.41%	-17.08%

CGGG vs. SGRT - Expense Ratio Comparison

CGGG has a 0.39% expense ratio, which is lower than SGRT's 0.59% expense ratio.

Dividends

CGGG vs. SGRT - Dividend Comparison

CGGG's dividend yield for the trailing twelve months is around 0.07%, less than SGRT's 0.11% yield.

Position	TTM	2025
CGGG Capital Group U.S. Large Growth ETF	0.07%	0.07%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Can I hold both CGGG and SGRT in my portfolio?

CGGG and SGRT have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CGGG or SGRT?

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.

Which ETF is cheaper, CGGG or SGRT?

CGGG is cheaper with a 0.39% expense ratio, compared with 0.59% for SGRT.

Which ETF pays a higher dividend yield, CGGG or SGRT?

SGRT has the higher dividend yield at 0.11%, compared with 0.07% for CGGG.

What is the main difference between CGGG and SGRT?

Their fees differ too: 0.39% for CGGG and 0.59% for SGRT.