CGGR vs RDVY
Comparison between CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).
CGGR vs RDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CGGR
$25B
RDVY
$25B
Expense Ratio
Winner
CGGR
0.39%
RDVY
0.47%
Max Drawdown
Winner
CGGR
28.97%
RDVY
40.60%
Sharpe Ratio
CGGR
0.48
Winner
RDVY
1.55
5Y Beta
CGGR
1.22
Winner
RDVY
0.93
P/E Ratio
CGGR
37.61
Winner
RDVY
18.59
Forward P/E
CGGR
20.06
Winner
RDVY
16.75
PEG Ratio
CGGR
N/A
RDVY
0.32
5Y Dividends CAGR
CGGR
N/A
RDVY
2.74%
5Y EPS CAGR
Winner
CGGR
31.36%
RDVY
22.24%
Debt to Equity
CGGR
N/A
RDVY
41.80%
P/S Ratio
CGGR
3.19
Winner
RDVY
2.94
P/B Ratio
CGGR
8.01
Winner
RDVY
3.82
CGGR vs RDVY - Holdings Comparison
CGGR and RDVY have 17 common holdings. Overlap is 19.23%
CGGR's top 25 holdings weight is 66.87%. RDVY's top 25 holdings weight is 54.69%.
| Rank | CGGR | RDVY |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 6.39% | APPLIED MATERIALS INC (AMAT) - 3.80% |
| #2 | TESLA INC (TSLA) - 5.76% | LAM RESEARCH CORP (LRCX) - 3.46% |
| #3 | MICRON TECHNOLOGY INC (MU) - 5.07% | KLA CORP (KLAC) - 3.12% |
| #4 | NVIDIA CORP (NVDA) - 4.80% | GE VERNOVA INC (GEV) - 2.55% |
| #5 | BROADCOM INC (AVGO) - 4.72% | BANK OF NEW YORK MELLON CORP (BNY) - 2.44% |
| #6 | MICROSOFT CORP (MSFT) - 3.55% | ALPHABET INC CLASS A (GOOGL) - 2.23% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.19% | ROSS STORES INC (ROST) - 2.16% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.06% | BANK OF AMERICA CORP (BAC) - 2.14% |
| #9 | VISA INC CLASS A (V) - 2.88% | GE AEROSPACE (GE) - 2.08% |
| #10 | AMAZON.COM INC (AMZN) - 2.38% | NVIDIA CORP (NVDA) - 2.06% |
| #11 | TRANSDIGM GROUP INC (TDG) - 2.18% | WILLIAMS-SONOMA INC (WSM) - 2.05% |
| #12 | ELI LILLY AND CO (LLY) - 1.98% | JPMORGAN CHASE & CO (JPM) - 2.04% |
| #13 | SK HYNIX INC (n/a) - 1.95% | ALLSTATE CORP (ALL) - 2.04% |
| #14 | n/a (n/a) - 1.88% | SNAP-ON INC (SNA) - 2.03% |
| #15 | KLA CORP (KLAC) - 1.82% | THE TRAVELERS COMPANIES INC (TRV) - 2.02% |
| #16 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.75% | CHUBB LTD (CB) - 1.97% |
| #17 | CLOUDFLARE INC (NET) - 1.71% | AMERICAN EXPRESS CO (AXP) - 1.95% |
| #18 | n/a (TSM) - 1.66% | VISA INC CLASS A (V) - 1.91% |
| #19 | n/a (SHOP) - 1.63% | BAKER HUGHES CO CLASS A (BKR) - 1.85% |
| #20 | APPLE INC (AAPL) - 1.62% | META PLATFORMS INC CLASS A (META) - 1.84% |
| #21 | INTEL CORP (INTC) - 1.55% | MUELLER INDUSTRIES INC (MLI) - 1.82% |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 1.50% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.82% |
| #23 | NETFLIX INC (NFLX) - 1.41% | SYNCHRONY FINANCIAL (SYF) - 1.81% |
| #24 | GE AEROSPACE (GE) - 1.22% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.79% |
| #25 | ASML HOLDING NV ADR (ASML) - 1.21% | COSTCO WHOLESALE CORP (COST) - 1.71% |
| Total Holdings | 97 | 73 |
CGGR vs RDVY - Historical Returns
Returns include dividend reinvestment.
1M
CGGR
-1.55%
Winner
RDVY
+1.09%
3M
CGGR
+4.23%
Winner
RDVY
+8.10%
6M
CGGR
+3.67%
Winner
RDVY
+11.49%
1Y
CGGR
+11.19%
Winner
RDVY
+28.85%
5Y(CAGR)
Winner
CGGR
+15.63%
RDVY
+12.77%
10Y(CAGR)
CGGR
N/A
RDVY
+16.12%
Max(CAGR)
Winner
CGGR
+15.63%
RDVY
+13.65%
CGGR vs RDVY - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | CGGR | RDVY |
|---|---|---|
| 2026 | +3.20% | +15.14% |
| 2025 | +19.62% | +19.20% |
| 2024 | +33.73% | +16.09% |
| 2023 | +43.26% | +20.81% |
| 2022 | -18.50% | -13.98% |
| 2021 | N/A | +33.30% |
| 2020 | N/A | +12.49% |
| 2019 | N/A | +37.39% |
| 2018 | N/A | -10.30% |
| 2017 | N/A | +21.69% |
| 2016 | N/A | +22.80% |
| 2015 | N/A | -3.01% |
| 2014 | N/A | +10.58% |
CGGR vs RDVY Drawdown Comparison
The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The current CGGR drawdown is -3.75%. The current RDVY drawdown is -0.80%.
| Rank | CGGR | RDVY |
|---|---|---|
| #1 | -28.90% Mar 29, 2022 - Dec 1, 2023 | -40.60% Feb 12, 2020 - Nov 10, 2020 |
| #2 | -23.37% Feb 14, 2025 - Jun 26, 2025 | -25.33% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -15.13% Oct 28, 2025 - May 6, 2026 | -21.94% Sep 21, 2018 - Apr 29, 2019 |
| #4 | -9.89% Jul 16, 2024 - Sep 19, 2024 | -19.11% Nov 25, 2024 - Jul 3, 2025 |
| #5 | -7.42% Feb 28, 2022 - Mar 17, 2022 | -19.07% May 21, 2015 - Aug 23, 2016 |
| #6 | -6.68% Jun 1, 2026 - Jun 10, 2026 | -10.14% Apr 30, 2019 - Jul 22, 2019 |
| #7 | -6.62% Mar 21, 2024 - Jun 10, 2024 | -9.76% Jul 24, 2019 - Oct 21, 2019 |
| #8 | -5.11% Dec 16, 2024 - Jan 22, 2025 | -9.47% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -3.45% Sep 22, 2025 - Oct 23, 2025 | -9.36% Sep 30, 2014 - Nov 12, 2014 |
| #10 | -3.27% Dec 27, 2023 - Jan 19, 2024 | -9.03% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -3.24% Nov 11, 2024 - Nov 29, 2024 | -8.18% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -3.07% May 14, 2026 - May 26, 2026 | -7.18% Jan 15, 2014 - Mar 6, 2014 |
| #13 | -2.47% Jan 23, 2025 - Feb 13, 2025 | -6.56% May 7, 2021 - Aug 11, 2021 |
| #14 | -2.44% Oct 29, 2024 - Nov 6, 2024 | -6.07% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -2.38% Aug 12, 2025 - Aug 27, 2025 | -6.06% Jan 17, 2020 - Feb 12, 2020 |
Correlation
Correlation between CGGR and RDVY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2014 - 2026)
CGGR vs RDVY dividend yield comparison.
| Year | CGGR | RDVY |
|---|---|---|
| 2026 | 0.06% | 0.41% |
| 2025 | 0.10% | 1.11% |
| 2024 | 0.33% | 1.64% |
| 2023 | 0.40% | 2.09% |
| 2022 | 0.33% | 2.21% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 1.53% |
| 2019 | 0.00% | 1.55% |
| 2018 | 0.00% | 1.68% |
| 2017 | 0.00% | 1.25% |
| 2016 | 0.00% | 2.07% |
| 2015 | 0.00% | 2.14% |
| 2014 | 0.00% | 1.91% |
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