CGGR vs SDY
Comparison between CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF) and SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
CGGR vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CGGR
$22B
SDY
$22B
Expense Ratio
CGGR
0.39%
Winner
SDY
0.35%
Max Drawdown
Winner
CGGR
28.97%
SDY
58.57%
Sharpe Ratio
Winner
CGGR
1.36
SDY
0.98
5Y Beta
CGGR
1.20
Winner
SDY
0.48
P/E Ratio
CGGR
36.70
Winner
SDY
21.14
Forward P/E
CGGR
20.92
Winner
SDY
17.08
PEG Ratio
CGGR
N/A
SDY
0.92
5Y Dividends CAGR
CGGR
N/A
SDY
7.36%
5Y EPS CAGR
Winner
CGGR
29.03%
SDY
8.33%
Debt to Equity
CGGR
N/A
SDY
35.03%
P/S Ratio
CGGR
2.85
Winner
SDY
1.82
P/B Ratio
CGGR
7.21
Winner
SDY
3.04
CGGR vs SDY - Holdings Comparison
CGGR and SDY have 8 common holdings. Overlap is 2.92%
CGGR's top 25 holdings weight is 66.98%. SDY's top 25 holdings weight is 39.30%.
| Rank | CGGR | SDY |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 7.48% | VERIZON COMMUNICATIONS INC (VZ) - 3.31% |
| #2 | TESLA INC (TSLA) - 5.81% | REALTY INCOME CORP (O) - 2.50% |
| #3 | NVIDIA CORP (NVDA) - 5.33% | TARGET CORP (TGT) - 2.22% |
| #4 | BROADCOM INC (AVGO) - 4.50% | CHEVRON CORP (CVX) - 2.12% |
| #5 | MICROSOFT CORP (MSFT) - 4.03% | PEPSICO INC (PEP) - 1.77% |
| #6 | n/a (n/a) - 3.75% | WEC ENERGY GROUP INC (WEC) - 1.62% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.23% | EXXON MOBIL CORP (XOM) - 1.61% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.10% | KENVUE INC (KVUE) - 1.57% |
| #9 | VISA INC CLASS A (V) - 2.46% | CONSOLIDATED EDISON INC (ED) - 1.55% |
| #10 | NETFLIX INC (NFLX) - 2.45% | TEXAS INSTRUMENTS INC (TXN) - 1.55% |
| #11 | AMAZON.COM INC (AMZN) - 2.44% | SOUTHERN CO (SO) - 1.54% |
| #12 | MICRON TECHNOLOGY INC (MU) - 2.19% | KIMBERLY-CLARK CORP (KMB) - 1.54% |
| #13 | INTUITIVE SURGICAL INC (ISRG) - 2.13% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.38% |
| #14 | TRANSDIGM GROUP INC (TDG) - 2.11% | XCEL ENERGY INC (XEL) - 1.36% |
| #15 | ELI LILLY AND CO (LLY) - 1.93% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.33% |
| #16 | n/a (SHOP) - 1.90% | EDISON INTERNATIONAL (EIX) - 1.31% |
| #17 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.80% | NEXTERA ENERGY INC (NEE) - 1.30% |
| #18 | APPLE INC (AAPL) - 1.77% | COCA-COLA CO (KO) - 1.30% |
| #19 | CLOUDFLARE INC (NET) - 1.76% | LOCKHEED MARTIN CORP (LMT) - 1.25% |
| #20 | n/a (TSM) - 1.34% | ABBVIE INC (ABBV) - 1.24% |
| #21 | BANK OF AMERICA CORP (BAC) - 1.17% | PROCTER & GAMBLE CO (PG) - 1.23% |
| #22 | GE AEROSPACE (GE) - 1.16% | SYSCO CORP (SYY) - 1.19% |
| #23 | QUANTA SERVICES INC (PWR) - 1.11% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.18% |
| #24 | SALESFORCE INC (CRM) - 1.02% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #25 | WHEATON PRECIOUS METALS CORP (WPM) - 1.01% | EVERSOURCE ENERGY (ES) - 1.16% |
| Total Holdings | 96 | 158 |
CGGR vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGGR
+7.84%
SDY
+0.32%
3M
Winner
CGGR
+8.02%
SDY
-3.44%
6M
CGGR
+4.13%
Winner
SDY
+7.83%
1Y
Winner
CGGR
+23.41%
SDY
+12.58%
5Y(CAGR)
Winner
CGGR
+16.38%
SDY
+6.51%
10Y(CAGR)
CGGR
N/A
SDY
+9.36%
Max(CAGR)
Winner
CGGR
+16.38%
SDY
+8.86%
CGGR vs SDY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | CGGR | SDY |
|---|---|---|
| 2026 | +3.14% | +6.27% |
| 2025 | +19.62% | +8.85% |
| 2024 | +33.73% | +8.00% |
| 2023 | +43.26% | +2.35% |
| 2022 | -18.50% | -0.44% |
| 2021 | N/A | +27.12% |
| 2020 | N/A | +2.06% |
| 2019 | N/A | +24.12% |
| 2018 | N/A | -2.82% |
| 2017 | N/A | +15.46% |
| 2016 | N/A | +21.95% |
| 2015 | N/A | -0.69% |
| 2014 | N/A | +15.05% |
| 2013 | N/A | +27.23% |
| 2012 | N/A | +10.85% |
| 2011 | N/A | +6.44% |
| 2010 | N/A | +14.94% |
| 2009 | N/A | +16.62% |
| 2008 | N/A | -21.76% |
| 2007 | N/A | -7.06% |
| 2006 | N/A | +16.23% |
| 2005 | N/A | +1.10% |
CGGR vs SDY Drawdown Comparison
The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current CGGR drawdown is -0.65%. The current SDY drawdown is -4.56%.
| Rank | CGGR | SDY |
|---|---|---|
| #1 | -28.90% Mar 29, 2022 - Dec 1, 2023 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -23.37% Feb 14, 2025 - Jun 26, 2025 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -15.13% Oct 28, 2025 - May 6, 2026 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -9.89% Jul 16, 2024 - Sep 19, 2024 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -7.42% Feb 28, 2022 - Mar 17, 2022 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -6.62% Mar 21, 2024 - Jun 10, 2024 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -5.11% Dec 16, 2024 - Jan 22, 2025 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -3.45% Sep 22, 2025 - Oct 23, 2025 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -3.27% Dec 27, 2023 - Jan 19, 2024 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -3.24% Nov 11, 2024 - Nov 29, 2024 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -2.47% Jan 23, 2025 - Feb 13, 2025 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -2.44% Oct 29, 2024 - Nov 6, 2024 | -7.67% Feb 27, 2026 - Mar 20, 2026 |
| #13 | -2.38% Aug 12, 2025 - Aug 27, 2025 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -2.17% Jan 29, 2024 - Feb 2, 2024 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -2.08% Jul 28, 2025 - Aug 8, 2025 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between CGGR and SDY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
CGGR vs SDY dividend yield comparison.
| Year | CGGR | SDY |
|---|---|---|
| 2026 | 0.00% | 0.59% |
| 2025 | 0.10% | 2.61% |
| 2024 | 0.33% | 2.56% |
| 2023 | 0.40% | 2.64% |
| 2022 | 0.33% | 2.55% |
| 2021 | 0.00% | 2.63% |
| 2020 | 0.00% | 2.85% |
| 2019 | 0.00% | 2.45% |
| 2018 | 0.00% | 2.73% |
| 2017 | 0.00% | 4.69% |
| 2016 | 0.00% | 3.30% |
| 2015 | 0.00% | 6.20% |
| 2014 | 0.00% | 4.74% |
| 2013 | 0.00% | 3.95% |
| 2012 | 0.00% | 3.28% |
| 2011 | 0.00% | 3.23% |
| 2010 | 0.00% | 3.35% |
| 2009 | 0.00% | 3.75% |
| 2008 | 0.00% | 5.44% |
| 2007 | 0.00% | 5.03% |
| 2006 | 0.00% | 2.86% |
| 2005 | 0.00% | 0.57% |
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