CGGG vs. SWPPX

Last updated Apr 1, 2026

Compare and contrast key facts about Capital Group U.S. Large Growth ETF (CGGG) and Schwab S&P 500 Index Fund (SWPPX).

CGGG is an actively managed fund by Capital Group. It was launched on Jun 24, 2025. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.

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.

CGGG vs. SWPPX - Yearly Performance Comparison

	2026 (YTD)	2025
CGGG Capital Group U.S. Large Growth ETF	-11.31%	10.45%
SWPPX Schwab S&P 500 Index Fund	-7.07%	12.16%

Returns By Period

In the year-to-date period, CGGG achieves a -11.31% return, which is significantly lower than SWPPX's -7.07% return.

CGGG

• 1D: 3.94%
• 1M: -7.15%
• YTD: -11.31%
• 6M: -10.80%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SWPPX

• 1D: -0.37%
• 1M: -7.65%
• YTD: -7.07%
• 6M: -4.58%
• 1Y: 14.43%
• 3Y*: 17.15%
• 5Y*: 11.39%
• 10Y*: 13.71%

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

CGGG vs. SWPPX - Expense Ratio Comparison

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

CGGG

Capital Group U.S. Large Growth ETF

SWPPX

Schwab S&P 500 Index Fund

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: 46
SWPPX Sharpe Ratio Rank: 41
SWPPX Sortino Ratio Rank: 45
SWPPX Omega Ratio Rank: 50
SWPPX Calmar Ratio Rank: 42
SWPPX Martin Ratio Rank: 53

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	—	0.84	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.68	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.15	0.48	-0.63

Correlation

The correlation between CGGG and SWPPX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

CGGG vs. SWPPX - Dividend Comparison

CGGG's dividend yield for the trailing twelve months is around 0.08%, less than SWPPX's 1.19% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CGGG Capital Group U.S. Large Growth ETF	0.08%	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	1.19%	1.11%	1.23%	1.43%	1.67%	1.27%	1.81%	1.95%	2.67%	1.79%	2.55%	3.17%

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	—	-12.10%	—
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	-14.51%	-8.89%	-5.62%
Average Drawdown Average peak-to-trough decline	-3.65%	-10.00%	+6.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.49%	—

Volatility

Volatility by Period

	CGGG	SWPPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.29%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.11%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.46%	18.14%	-0.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.46%	16.89%	+0.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.46%	18.19%	-0.73%