CGGR vs. LVHI

Last updated Jun 9, 2026

CGGR (Capital Group Growth ETF) and LVHI (Franklin International Low Volatility High Dividend Index ETF) are both exchange-traded funds - CGGR is a Large Cap Growth Equities fund actively managed by Capital Group, while LVHI is a Volatility Hedged Equity fund tracking the Franklin International Low Volatility High Dividend Hedged Index-NR. CGGR is actively managed, while LVHI is passively managed. Over the past 3 years, CGGR returned 24.07%/yr vs 20.97%/yr for LVHI. A 0.52 correlation means they provide meaningful diversification when combined. CGGR charges 0.39%/yr vs 0.40%/yr for LVHI.

Performance

CGGR vs. LVHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Growth ETF (CGGR) and Franklin International Low Volatility High Dividend Index ETF (LVHI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CGGR achieves a 2.92% return, which is significantly lower than LVHI's 11.45% return.

CGGR

• 1D: 1.08%
• 1M: -1.04%
• YTD: 2.92%
• 6M: 3.25%
• 1Y: 17.62%
• 3Y*: 24.07%
• 5Y*: —
• 10Y*: —

LVHI

• 1D: 0.37%
• 1M: 0.77%
• YTD: 11.45%
• 6M: 13.55%
• 1Y: 29.27%
• 3Y*: 20.97%
• 5Y*: 15.67%
• 10Y*: —

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

CGGR vs. LVHI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CGGR Capital Group Growth ETF	2.92%	19.75%	32.12%	42.18%	-18.50%
LVHI Franklin International Low Volatility High Dividend Index ETF	11.45%	27.12%	14.81%	17.45%	4.43%

Correlation

The correlation between CGGR and LVHI is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.33
Correlation (3Y) Calculated over the trailing 3-year period	0.43
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022	0.52

The correlation between CGGR and LVHI shifts across timeframes, from 0.33 (1 year) to 0.52 (all time), reflecting how their relationship changes across market environments.

CGGR vs. LVHI - Sectors Allocation Comparison

Sectors	CGGR	LVHI
Technology	38.1%	0.1%
Communication Services	16.9%	5.8%
Consumer Cyclical	13.1%	5.3%
Healthcare	9.3%	7.4%
Industrials	7.5%	13.4%
Financial Services	5.1%	23.6%
Basic Materials	2.3%	6.1%
Energy	2.1%	17.4%
Consumer Defensive	2.1%	8.7%
Utilities	0.8%	10.4%
Real Estate	0.8%	1.9%

Return for Risk

CGGR vs. LVHI — Risk / Return Rank

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

CGGR

CGGR Risk / Return Rank: 30
CGGR Sharpe Ratio Rank: 32
CGGR Sortino Ratio Rank: 30
CGGR Omega Ratio Rank: 32
CGGR Calmar Ratio Rank: 27
CGGR Martin Ratio Rank: 31

LVHI

LVHI Risk / Return Rank: 92
LVHI Sharpe Ratio Rank: 93
LVHI Sortino Ratio Rank: 93
LVHI Omega Ratio Rank: 93
LVHI Calmar Ratio Rank: 89
LVHI Martin Ratio Rank: 91

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.

CGGR vs. LVHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Growth ETF (CGGR) and Franklin International Low Volatility High Dividend Index ETF (LVHI). 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.

	CGGR	LVHI	Difference
Sharpe ratio: Return per unit of total volatility	1.06	3.10	-2.04
Sortino ratio: Return per unit of downside risk	1.49	4.24	-2.75
Omega ratio: Gain probability vs. loss probability	1.20	1.58	-0.38
Calmar ratio: Return relative to maximum drawdown	1.17	4.84	-3.67
Martin ratio: Return relative to average drawdown	4.29	19.99	-15.69
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CGGR vs. LVHI - Sharpe Ratio Comparison

The current CGGR Sharpe Ratio is 1.06, which is lower than the LVHI Sharpe Ratio of 3.10. The chart below compares the historical Sharpe Ratios of CGGR and LVHI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CGGR	LVHI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.06	3.10	-2.04
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.42	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.74	0.81	-0.08

Drawdowns

CGGR vs. LVHI - Drawdown Comparison

The maximum CGGR drawdown since its inception was -28.90%, smaller than the maximum LVHI drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for CGGR and LVHI.

Drawdown Indicators

	CGGR	LVHI	Difference
Max Drawdown Largest peak-to-trough decline	-28.90%	-32.31%	+3.41%
Max Drawdown (1Y) Largest decline over 1 year	-15.13%	-6.08%	-9.05%
Max Drawdown (3Y) Largest decline over 3 years	-23.37%	-11.99%	-11.38%
Max Drawdown (5Y) Largest decline over 5 years	—	-11.99%	—
Current Drawdown Current decline from peak	-4.19%	-1.79%	-2.40%
Average Drawdown Average peak-to-trough decline	-7.71%	-3.52%	-4.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.12%	1.47%	+2.65%

Volatility

CGGR vs. LVHI - Volatility Comparison

Capital Group Growth ETF (CGGR) has a higher volatility of 5.86% compared to Franklin International Low Volatility High Dividend Index ETF (LVHI) at 2.35%. This indicates that CGGR's price experiences larger fluctuations and is considered to be riskier than LVHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CGGR	LVHI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.86%	2.35%	+3.51%
Volatility (6M) Calculated over the trailing 6-month period	13.13%	7.58%	+5.55%
Volatility (1Y) Calculated over the trailing 1-year period	16.78%	9.50%	+7.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.85%	11.07%	+10.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.85%	13.76%	+8.09%

CGGR vs. LVHI - Expense Ratio Comparison

CGGR has a 0.39% expense ratio, which is lower than LVHI's 0.40% expense ratio.

Dividends

CGGR vs. LVHI - Dividend Comparison

CGGR's dividend yield for the trailing twelve months is around 0.09%, less than LVHI's 4.79% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
CGGR Capital Group Growth ETF	0.09%	0.10%	0.33%	0.40%	0.33%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LVHI Franklin International Low Volatility High Dividend Index ETF	4.79%	4.92%	3.98%	8.12%	7.74%	4.13%	3.97%	6.67%	10.67%	3.38%	2.02%

Frequently Asked Questions

Can I hold both CGGR and LVHI in my portfolio?

CGGR and LVHI have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CGGR or LVHI?

CGGR has higher volatility (5.86%) compared to LVHI (2.35%). In terms of maximum drawdown, CGGR dropped -28.90% vs LVHI's -32.31%.

Which ETF is better, CGGR or LVHI?

On 3-year performance, CGGR leads with 24.07% vs 20.97% for LVHI. On fees, CGGR is cheaper at 0.39% per year. On volatility, LVHI has been the lower-risk option at 2.35%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CGGR or LVHI?

Over the 3-year period, CGGR has performed better with a 24.07% return vs 20.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CGGR or LVHI?

CGGR is cheaper with a 0.39% expense ratio, compared with 0.40% for LVHI.

Which ETF pays a higher dividend yield, CGGR or LVHI?

LVHI has the higher dividend yield at 4.79%, compared with 0.09% for CGGR.

What is the main difference between CGGR and LVHI?

CGGR is categorized as Large Cap Growth Equities, while LVHI is Volatility Hedged Equity. They also come from different issuers: Capital Group and Franklin Templeton. Their fees differ too: 0.39% for CGGR and 0.40% for LVHI.

Which has better risk-adjusted returns?

LVHI currently has the higher Sharpe Ratio (3.10 vs 1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.