CGGG vs. SWPPX

Last updated Jun 4, 2026

CGGG (Capital Group U.S. Large Growth ETF) and SWPPX (Schwab S&P 500 Index Fund) are both funds - CGGG is a Large Cap Growth Equities fund actively managed by Capital Group, while SWPPX is a Large Cap Blend Equities fund tracking the S&P 500 Index. CGGG is actively managed, while SWPPX is passively managed. Their correlation of 0.90 suggests significant overlap in exposure. CGGG charges 0.39%/yr vs 0.02%/yr for SWPPX.

Performance

CGGG vs. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group U.S. Large Growth ETF (CGGG) and Schwab S&P 500 Index Fund (SWPPX). 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 SWPPX's 11.69% return.

CGGG

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

SWPPX

• 1D: 0.15%
• 1M: 5.83%
• YTD: 11.69%
• 6M: 11.71%
• 1Y: 28.97%
• 3Y*: 22.73%
• 5Y*: 14.26%
• 10Y*: 15.63%

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

CGGG vs. SWPPX - Yearly Performance Comparison

	2026 (YTD)	2025
CGGG Capital Group U.S. Large Growth ETF	2.00%	10.45%
SWPPX Schwab S&P 500 Index Fund	11.69%	12.16%

Correlation

The correlation between CGGG and SWPPX is 0.90, 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	0.90

Return for Risk

CGGG vs. SWPPX — Risk / Return Rank

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

SWPPX

SWPPX Risk / Return Rank: 73
SWPPX Sharpe Ratio Rank: 75
SWPPX Sortino Ratio Rank: 67
SWPPX Omega Ratio Rank: 67
SWPPX Calmar Ratio Rank: 74
SWPPX Martin Ratio Rank: 83

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. SWPPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Growth ETF (CGGG) and Schwab S&P 500 Index Fund (SWPPX). 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	SWPPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.52	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.85	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.78	0.51	+0.27

Drawdowns

CGGG vs. SWPPX - Drawdown Comparison

The maximum CGGG drawdown since its inception was -17.75%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for CGGG and SWPPX.

Drawdown Indicators

	CGGG	SWPPX	Difference
Max Drawdown Largest peak-to-trough decline	-17.75%	-55.06%	+37.31%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.89%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.74%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.51%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.80%	—
Current Drawdown Current decline from peak	-1.98%	0.00%	-1.98%
Average Drawdown Average peak-to-trough decline	-3.80%	-9.95%	+6.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.90%	—

Volatility

Volatility by Period

	CGGG	SWPPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.83%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.98%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.50%	11.87%	+5.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.50%	16.93%	+0.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.50%	18.23%	-0.73%

CGGG vs. SWPPX - Expense Ratio Comparison

CGGG has a 0.39% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

Dividends

CGGG vs. SWPPX - Dividend Comparison

CGGG's dividend yield for the trailing twelve months is around 0.07%, less than SWPPX's 0.99% 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%
SWPPX Schwab S&P 500 Index Fund	0.99%	1.11%	1.23%	1.43%	1.67%	1.27%	1.81%	1.95%	2.67%	1.79%	2.55%	3.17%

Frequently Asked Questions

Can I hold both CGGG and SWPPX in my portfolio?

With a correlation of 0.90, CGGG and SWPPX 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.