CGGR vs. VFIFX
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.
Performance
CGGR vs. VFIFX - Performance Comparison
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CGGR vs. VFIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CGGR Capital Group Growth ETF | -9.62% | 19.75% | 32.12% | 42.18% | -18.50% |
VFIFX Vanguard Target Retirement 2050 Fund | -3.95% | 21.42% | 14.45% | 20.39% | -9.93% |
Returns By Period
In the year-to-date period, CGGR achieves a -9.62% return, which is significantly lower than VFIFX's -3.95% return.
CGGR
- 1D
- 3.77%
- 1M
- -6.90%
- YTD
- -9.62%
- 6M
- -8.41%
- 1Y
- 17.45%
- 3Y*
- 21.75%
- 5Y*
- —
- 10Y*
- —
VFIFX
- 1D
- -0.28%
- 1M
- -8.41%
- YTD
- -3.95%
- 6M
- -1.01%
- 1Y
- 17.29%
- 3Y*
- 14.65%
- 5Y*
- 8.11%
- 10Y*
- 10.29%
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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.
Return for Risk
CGGR vs. VFIFX — Risk / Return Rank
CGGR
VFIFX
CGGR vs. VFIFX - Risk-Adjusted Trends 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.
| CGGR | VFIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.17 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.70 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.48 | -0.34 |
Martin ratioReturn relative to average drawdown | 4.22 | 6.86 | -2.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CGGR | VFIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.17 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.58 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.47 | +0.13 |
Correlation
The correlation between CGGR and VFIFX is 0.92, 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
CGGR vs. VFIFX - Dividend Comparison
CGGR's dividend yield for the trailing twelve months is around 0.11%, less than VFIFX's 2.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR Capital Group Growth ETF | 0.11% | 0.10% | 0.33% | 0.40% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.18% | 2.09% | 2.26% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 0.03% | 2.04% | 2.36% |
Drawdowns
CGGR vs. VFIFX - Drawdown Comparison
The maximum CGGR drawdown since its inception was -28.90%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for CGGR and VFIFX.
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Drawdown Indicators
| CGGR | VFIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.90% | -51.68% | +22.78% |
Max Drawdown (1Y)Largest decline over 1 year | -15.13% | -10.52% | -4.61% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.36% | — |
Current DrawdownCurrent decline from peak | -11.94% | -8.87% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -7.93% | -6.93% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 2.27% | +1.82% |
Volatility
CGGR vs. VFIFX - Volatility Comparison
Capital Group Growth ETF (CGGR) has a higher volatility of 7.26% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 4.70%. This indicates that CGGR's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGGR | VFIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 4.70% | +2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.02% | 8.53% | +4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 14.79% | +7.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.99% | 14.07% | +7.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.99% | 15.05% | +6.94% |