CGGR vs. IWY
Compare and contrast key facts about Capital Group Growth ETF (CGGR) and iShares Russell Top 200 Growth ETF (IWY).
CGGR and IWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGGR is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGGR or IWY.
Performance
CGGR vs. IWY - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with CGGR having a 32.04% return and IWY slightly lower at 30.84%.
CGGR
32.04%
4.55%
16.59%
41.60%
N/A
N/A
IWY
30.84%
1.59%
14.08%
36.12%
20.86%
17.50%
Key characteristics
| CGGR | IWY | |
|---|---|---|
| Sharpe Ratio | 2.60 | 2.06 |
| Sortino Ratio | 3.40 | 2.70 |
| Omega Ratio | 1.47 | 1.38 |
| Calmar Ratio | 4.17 | 2.58 |
| Martin Ratio | 16.92 | 9.80 |
| Ulcer Index | 2.44% | 3.65% |
| Daily Std Dev | 15.85% | 17.32% |
| Max Drawdown | -28.90% | -32.68% |
| Current Drawdown | -1.09% | -1.67% |
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CGGR vs. IWY - Expense Ratio Comparison
CGGR has a 0.39% expense ratio, which is higher than IWY's 0.20% expense ratio.
Correlation
The correlation between CGGR and IWY is 0.93, 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.
Risk-Adjusted Performance
CGGR vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Growth ETF (CGGR) and iShares Russell Top 200 Growth ETF (IWY). 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.
Dividends
CGGR vs. IWY - Dividend Comparison
CGGR's dividend yield for the trailing twelve months is around 0.31%, less than IWY's 0.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR Capital Group Growth ETF | 0.31% | 0.40% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.50% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% | 1.56% |
Drawdowns
CGGR vs. IWY - Drawdown Comparison
The maximum CGGR drawdown since its inception was -28.90%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for CGGR and IWY. For additional features, visit the drawdowns tool.
Volatility
CGGR vs. IWY - Volatility Comparison
The current volatility for Capital Group Growth ETF (CGGR) is 5.46%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.77%. This indicates that CGGR experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.