MSMR vs. CGGR
Compare and contrast key facts about McElhenny Sheffield Managed Risk ETF (MSMR) and Capital Group Growth ETF (CGGR).
MSMR and CGGR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MSMR is an actively managed fund by McElhenny Sheffield. It was launched on Nov 16, 2021. CGGR is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSMR or CGGR.
Correlation
The correlation between MSMR and CGGR is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MSMR vs. CGGR - Performance Comparison
Key characteristics
MSMR:
1.84
CGGR:
1.92
MSMR:
2.54
CGGR:
2.56
MSMR:
1.35
CGGR:
1.35
MSMR:
3.95
CGGR:
3.22
MSMR:
11.49
CGGR:
12.13
MSMR:
1.69%
CGGR:
2.63%
MSMR:
10.55%
CGGR:
16.57%
MSMR:
-14.86%
CGGR:
-28.90%
MSMR:
0.00%
CGGR:
-0.25%
Returns By Period
In the year-to-date period, MSMR achieves a 3.04% return, which is significantly lower than CGGR's 6.91% return.
MSMR
3.04%
1.56%
8.40%
19.66%
N/A
N/A
CGGR
6.91%
3.22%
18.58%
31.47%
N/A
N/A
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MSMR vs. CGGR - Expense Ratio Comparison
MSMR has a 0.97% expense ratio, which is higher than CGGR's 0.39% expense ratio.
Risk-Adjusted Performance
MSMR vs. CGGR — Risk-Adjusted Performance Rank
MSMR
CGGR
MSMR vs. CGGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for McElhenny Sheffield Managed Risk ETF (MSMR) and Capital Group Growth ETF (CGGR). 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
MSMR vs. CGGR - Dividend Comparison
MSMR's dividend yield for the trailing twelve months is around 2.19%, more than CGGR's 0.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
MSMR McElhenny Sheffield Managed Risk ETF | 2.19% | 2.26% | 0.81% | 0.65% | 0.07% |
CGGR Capital Group Growth ETF | 0.30% | 0.33% | 0.40% | 0.34% | 0.00% |
Drawdowns
MSMR vs. CGGR - Drawdown Comparison
The maximum MSMR drawdown since its inception was -14.86%, smaller than the maximum CGGR drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for MSMR and CGGR. For additional features, visit the drawdowns tool.
Volatility
MSMR vs. CGGR - Volatility Comparison
The current volatility for McElhenny Sheffield Managed Risk ETF (MSMR) is 2.67%, while Capital Group Growth ETF (CGGR) has a volatility of 4.11%. This indicates that MSMR experiences smaller price fluctuations and is considered to be less risky than CGGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.