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

Correlation

The correlation between CGGR and VGT is 0.91, 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.


-0.50.00.51.00.9

Performance

CGGR vs. VGT - Performance Comparison

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

-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
17.03%
11.27%
CGGR
VGT

Key characteristics

Sharpe Ratio

CGGR:

2.26

VGT:

1.53

Sortino Ratio

CGGR:

2.94

VGT:

2.03

Omega Ratio

CGGR:

1.41

VGT:

1.27

Calmar Ratio

CGGR:

3.76

VGT:

2.15

Martin Ratio

CGGR:

14.92

VGT:

7.70

Ulcer Index

CGGR:

2.49%

VGT:

4.26%

Daily Std Dev

CGGR:

16.44%

VGT:

21.48%

Max Drawdown

CGGR:

-28.90%

VGT:

-54.63%

Current Drawdown

CGGR:

-1.63%

VGT:

-1.50%

Returns By Period

In the year-to-date period, CGGR achieves a 36.97% return, which is significantly higher than VGT's 32.56% return.


CGGR

YTD

36.97%

1M

2.99%

6M

17.03%

1Y

37.17%

5Y*

N/A

10Y*

N/A

VGT

YTD

32.56%

1M

2.68%

6M

12.86%

1Y

32.67%

5Y*

22.23%

10Y*

20.84%

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. VGT - Expense Ratio Comparison

CGGR has a 0.39% expense ratio, which is higher than VGT's 0.10% expense ratio.


CGGR
Capital Group Growth ETF
Expense ratio chart for CGGR: current value at 0.39% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.39%
Expense ratio chart for VGT: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%

Risk-Adjusted Performance

CGGR vs. VGT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Growth ETF (CGGR) and Vanguard Information Technology ETF (VGT). 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.


Sharpe ratio
The chart of Sharpe ratio for CGGR, currently valued at 2.26, compared to the broader market0.002.004.002.261.52
The chart of Sortino ratio for CGGR, currently valued at 2.94, compared to the broader market-2.000.002.004.006.008.0010.002.942.03
The chart of Omega ratio for CGGR, currently valued at 1.41, compared to the broader market0.501.001.502.002.503.001.411.27
The chart of Calmar ratio for CGGR, currently valued at 3.76, compared to the broader market0.005.0010.0015.003.762.14
The chart of Martin ratio for CGGR, currently valued at 14.91, compared to the broader market0.0020.0040.0060.0080.00100.0014.927.67
CGGR
VGT

The current CGGR Sharpe Ratio is 2.26, which is higher than the VGT Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of CGGR and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.26
1.52
CGGR
VGT

Dividends

CGGR vs. VGT - Dividend Comparison

CGGR's dividend yield for the trailing twelve months is around 0.30%, less than VGT's 0.58% yield.


TTM20232022202120202019201820172016201520142013
CGGR
Capital Group Growth ETF
0.30%0.40%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VGT
Vanguard Information Technology ETF
0.58%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%1.05%

Drawdowns

CGGR vs. VGT - Drawdown Comparison

The maximum CGGR drawdown since its inception was -28.90%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for CGGR and VGT. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-1.63%
-1.50%
CGGR
VGT

Volatility

CGGR vs. VGT - Volatility Comparison

Capital Group Growth ETF (CGGR) and Vanguard Information Technology ETF (VGT) have volatilities of 5.63% and 5.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.63%
5.60%
CGGR
VGT
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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