CGGR vs IWP
Comparison between CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
CGGR vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CGGR
$20B
IWP
$19B
Expense Ratio
CGGR
0.39%
Winner
IWP
0.23%
Max Drawdown
Winner
CGGR
28.97%
IWP
57.34%
Sharpe Ratio
Winner
CGGR
1.45
IWP
0.48
5Y Beta
CGGR
1.20
Winner
IWP
1.15
P/E Ratio
Winner
CGGR
36.70
IWP
41.48
Forward P/E
Winner
CGGR
20.61
IWP
24.15
5Y Dividends CAGR
CGGR
N/A
IWP
7.77%
5Y EPS CAGR
Winner
CGGR
29.03%
IWP
19.98%
Debt to Equity
CGGR
N/A
IWP
103.78%
P/S Ratio
CGGR
2.84
Winner
IWP
2.09
P/B Ratio
Winner
CGGR
7.18
IWP
9.85
CGGR vs IWP - Holdings Comparison
CGGR and IWP have 22 common holdings. Overlap is 10.52%
CGGR's top 25 holdings weight is 66.98%. IWP's top 25 holdings weight is 45.01%.
| Rank | CGGR | IWP |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 7.48% | VERTIV HOLDINGS CO CLASS A (VRT) - 4.16% |
| #2 | TESLA INC (TSLA) - 5.81% | HOWMET AEROSPACE INC (HWM) - 3.28% |
| #3 | NVIDIA CORP (NVDA) - 5.33% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.57% |
| #4 | BROADCOM INC (AVGO) - 4.50% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.49% |
| #5 | MICROSOFT CORP (MSFT) - 4.03% | QUANTA SERVICES INC (PWR) - 2.46% |
| #6 | n/a (n/a) - 3.75% | CLOUDFLARE INC (NET) - 2.26% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.23% | ROYAL CARIBBEAN GROUP (RCL) - 2.22% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.10% | COMFORT SYSTEMS USA INC (FIX) - 2.11% |
| #9 | VISA INC CLASS A (V) - 2.46% | CENCORA INC (COR) - 1.92% |
| #10 | NETFLIX INC (NFLX) - 2.45% | VISTRA CORP (VST) - 1.91% |
| #11 | AMAZON.COM INC (AMZN) - 2.44% | CARVANA CO CLASS A (CVNA) - 1.86% |
| #12 | MICRON TECHNOLOGY INC (MU) - 2.19% | TARGA RESOURCES CORP (TRGP) - 1.74% |
| #13 | INTUITIVE SURGICAL INC (ISRG) - 2.13% | IDEXX LABORATORIES INC (IDXX) - 1.55% |
| #14 | TRANSDIGM GROUP INC (TDG) - 2.11% | W.W. GRAINGER INC (GWW) - 1.46% |
| #15 | ELI LILLY AND CO (LLY) - 1.93% | FASTENAL CO (FAST) - 1.44% |
| #16 | n/a (SHOP) - 1.90% | DATADOG INC CLASS A (DDOG) - 1.40% |
| #17 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.80% | ROCKET LAB CORP (RKLB) - 1.36% |
| #18 | APPLE INC (AAPL) - 1.77% | AMERIPRISE FINANCIAL INC (AMP) - 1.34% |
| #19 | CLOUDFLARE INC (NET) - 1.76% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.33% |
| #20 | n/a (TSM) - 1.34% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.21% |
| #21 | BANK OF AMERICA CORP (BAC) - 1.17% | NRG ENERGY INC (NRG) - 1.11% |
| #22 | GE AEROSPACE (GE) - 1.16% | AXON ENTERPRISE INC (AXON) - 1.03% |
| #23 | QUANTA SERVICES INC (PWR) - 1.11% | EXPEDIA GROUP INC (EXPE) - 0.96% |
| #24 | SALESFORCE INC (CRM) - 1.02% | TAPESTRY INC (TPR) - 0.93% |
| #25 | WHEATON PRECIOUS METALS CORP (WPM) - 1.01% | COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 0.91% |
| Total Holdings | 96 | 278 |
CGGR vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGGR
+10.41%
IWP
+3.53%
3M
Winner
CGGR
+6.08%
IWP
+0.52%
6M
Winner
CGGR
+6.42%
IWP
-1.35%
1Y
Winner
CGGR
+28.99%
IWP
+8.74%
5Y(CAGR)
Winner
CGGR
+16.61%
IWP
+6.12%
10Y(CAGR)
CGGR
N/A
IWP
+12.30%
Max(CAGR)
Winner
CGGR
+16.61%
IWP
+9.19%
CGGR vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | CGGR | IWP |
|---|---|---|
| 2026 | +3.82% | -0.55% |
| 2025 | +19.62% | +7.84% |
| 2024 | +33.73% | +23.83% |
| 2023 | +43.26% | +26.60% |
| 2022 | -18.50% | -26.14% |
| 2021 | N/A | +14.23% |
| 2020 | N/A | +33.86% |
| 2019 | N/A | +35.72% |
| 2018 | N/A | -5.68% |
| 2017 | N/A | +24.12% |
| 2016 | N/A | +8.86% |
| 2015 | N/A | -0.33% |
| 2014 | N/A | +12.77% |
| 2013 | N/A | +32.21% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | -2.97% |
| 2010 | N/A | +24.30% |
| 2009 | N/A | +40.22% |
| 2008 | N/A | -43.79% |
| 2007 | N/A | +11.28% |
| 2006 | N/A | +8.69% |
| 2005 | N/A | +13.54% |
| 2004 | N/A | +15.71% |
| 2003 | N/A | +37.61% |
| 2002 | N/A | -27.76% |
| 2001 | N/A | -2.79% |
CGGR vs IWP Drawdown Comparison
The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current IWP drawdown is -5.30%.
| Rank | CGGR | IWP |
|---|---|---|
| #1 | -28.90% Mar 29, 2022 - Dec 1, 2023 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -23.37% Feb 14, 2025 - Jun 26, 2025 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -15.13% Oct 28, 2025 - May 6, 2026 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -9.89% Jul 16, 2024 - Sep 19, 2024 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -7.42% Feb 28, 2022 - Mar 17, 2022 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -6.62% Mar 21, 2024 - Jun 10, 2024 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -5.11% Dec 16, 2024 - Jan 22, 2025 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -3.45% Sep 22, 2025 - Oct 23, 2025 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -3.27% Dec 27, 2023 - Jan 19, 2024 | -14.79% Oct 27, 2025 - Mar 30, 2026 |
| #10 | -3.24% Nov 11, 2024 - Nov 29, 2024 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -2.47% Jan 23, 2025 - Feb 13, 2025 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -2.44% Oct 29, 2024 - Nov 6, 2024 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -2.38% Aug 12, 2025 - Aug 27, 2025 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -2.17% Jan 29, 2024 - Feb 2, 2024 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -2.08% Jul 28, 2025 - Aug 8, 2025 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between CGGR and IWP is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2001 - 2026)
CGGR vs IWP dividend yield comparison.
| Year | CGGR | IWP |
|---|---|---|
| 2026 | 0.00% | 0.04% |
| 2025 | 0.10% | 0.37% |
| 2024 | 0.33% | 0.40% |
| 2023 | 0.40% | 0.54% |
| 2022 | 0.33% | 0.77% |
| 2021 | 0.00% | 0.30% |
| 2020 | 0.00% | 0.38% |
| 2019 | 0.00% | 0.60% |
| 2018 | 0.00% | 1.02% |
| 2017 | 0.00% | 0.78% |
| 2016 | 0.00% | 1.16% |
| 2015 | 0.00% | 0.98% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.00% | 1.32% |
| 2011 | 0.00% | 0.93% |
| 2010 | 0.00% | 0.85% |
| 2009 | 0.00% | 0.87% |
| 2008 | 0.00% | 1.26% |
| 2007 | 0.00% | 0.63% |
| 2006 | 0.00% | 0.70% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.28% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.13% |
| 2001 | 0.00% | 0.03% |
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