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CGGR vs. VFIFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CGGR vs. VFIFX

Last updated May 12, 2025

Compare and contrast key facts about Capital Group Growth ETF (CGGR) and Vanguard Target Retirement 2050 Fund (VFIFX).

CGGR is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGGR or VFIFX.

Correlation

The correlation between CGGR and VFIFX is 1.00, 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. VFIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Growth ETF (CGGR) and Vanguard Target Retirement 2050 Fund (VFIFX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

CGGR:

12.82%

VFIFX:

4.76%

Max Drawdown

CGGR:

-1.09%

VFIFX:

-0.41%

Current Drawdown

CGGR:

0.00%

VFIFX:

0.00%

Returns By Period

CGGR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VFIFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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CGGR vs. VFIFX - Expense Ratio Comparison

CGGR has a 0.39% expense ratio, which is higher than VFIFX's 0.08% expense ratio.

CGGR
Capital Group Growth ETF
VFIFX
Vanguard Target Retirement 2050 Fund

Risk-Adjusted Performance

CGGR vs. VFIFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CGGR
The Risk-Adjusted Performance Rank of CGGR is 6767
Overall Rank
The Sharpe Ratio Rank of CGGR is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of CGGR is 6767
Sortino Ratio Rank
The Omega Ratio Rank of CGGR is 6969
Omega Ratio Rank
The Calmar Ratio Rank of CGGR is 7171
Calmar Ratio Rank
The Martin Ratio Rank of CGGR is 6565
Martin Ratio Rank
VFIFX
The Risk-Adjusted Performance Rank of VFIFX is 7070
Overall Rank
The Sharpe Ratio Rank of VFIFX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIFX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of VFIFX is 6868
Omega Ratio Rank
The Calmar Ratio Rank of VFIFX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of VFIFX is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CGGR vs. VFIFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Growth ETF (CGGR) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.

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Dividends

CGGR vs. VFIFX - Dividend Comparison

CGGR's dividend yield for the trailing twelve months is around 0.34%, less than VFIFX's 2.18% yield.

TTM20242023202220212020201920182017201620152014
CGGR
Capital Group Growth ETF		0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VFIFX
Vanguard Target Retirement 2050 Fund		2.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CGGR vs. VFIFX - Drawdown Comparison

The maximum CGGR drawdown since its inception was -1.09%, which is greater than VFIFX's maximum drawdown of -0.41%. Use the drawdown chart below to compare losses from any high point for CGGR and VFIFX. For additional features, visit the drawdowns tool.

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Volatility

CGGR vs. VFIFX - Volatility Comparison

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