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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGGR or VFIFX.
Performance
CGGR vs. VFIFX - Performance Comparison
Returns By Period
In the year-to-date period, CGGR achieves a 32.18% return, which is significantly higher than VFIFX's 15.88% return.
CGGR
32.18%
4.87%
17.60%
41.22%
N/A
N/A
VFIFX
15.88%
0.12%
8.11%
22.67%
10.14%
8.75%
Key characteristics
| CGGR | VFIFX | |
|---|---|---|
| Sharpe Ratio | 2.64 | 2.07 |
| Sortino Ratio | 3.44 | 2.93 |
| Omega Ratio | 1.47 | 1.39 |
| Calmar Ratio | 4.22 | 3.25 |
| Martin Ratio | 17.13 | 13.28 |
| Ulcer Index | 2.44% | 1.73% |
| Daily Std Dev | 15.84% | 11.13% |
| Max Drawdown | -28.90% | -51.68% |
| Current Drawdown | -0.98% | -1.32% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CGGR vs. VFIFX - Expense Ratio Comparison
CGGR has a 0.39% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Correlation
The correlation between CGGR and VFIFX 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. 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.
Dividends
CGGR vs. VFIFX - Dividend Comparison
CGGR's dividend yield for the trailing twelve months is around 0.31%, less than VFIFX's 1.91% 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% |
VFIFX Vanguard Target Retirement 2050 Fund | 1.91% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
CGGR vs. VFIFX - Volatility Comparison
Capital Group Growth ETF (CGGR) has a higher volatility of 5.22% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 2.85%. 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.