CGGR vs. VASGX
Compare and contrast key facts about Capital Group Growth ETF (CGGR) and Vanguard LifeStrategy Growth Fund (VASGX).
CGGR is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGGR or VASGX.
Key characteristics
| CGGR | VASGX | |
|---|---|---|
| YTD Return | 11.90% | 6.47% |
| 1Y Return | 39.33% | 17.82% |
| Sharpe Ratio | 2.73 | 1.93 |
| Daily Std Dev | 14.79% | 9.55% |
| Max Drawdown | -28.90% | -51.16% |
| Current Drawdown | -1.77% | 0.00% |
Correlation
The correlation between CGGR and VASGX is 0.94, 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.
Performance
CGGR vs. VASGX - Performance Comparison
In the year-to-date period, CGGR achieves a 11.90% return, which is significantly higher than VASGX's 6.47% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CGGR vs. VASGX - Expense Ratio Comparison
CGGR has a 0.39% expense ratio, which is higher than VASGX's 0.14% expense ratio.
Risk-Adjusted Performance
CGGR vs. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Growth ETF (CGGR) and Vanguard LifeStrategy Growth Fund (VASGX). 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. VASGX - Dividend Comparison
CGGR's dividend yield for the trailing twelve months is around 0.36%, less than VASGX's 2.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR Capital Group Growth ETF | 0.36% | 0.40% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VASGX Vanguard LifeStrategy Growth Fund | 2.82% | 3.01% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% | 2.12% |
Drawdowns
CGGR vs. VASGX - Drawdown Comparison
The maximum CGGR drawdown since its inception was -28.90%, smaller than the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for CGGR and VASGX. For additional features, visit the drawdowns tool.
Volatility
CGGR vs. VASGX - Volatility Comparison
Capital Group Growth ETF (CGGR) has a higher volatility of 4.39% compared to Vanguard LifeStrategy Growth Fund (VASGX) at 2.71%. This indicates that CGGR's price experiences larger fluctuations and is considered to be riskier than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.