CGGR vs USMV
Comparison between CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
CGGR vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CGGR
$24B
USMV
$24B
Expense Ratio
CGGR
0.39%
Winner
USMV
0.15%
Max Drawdown
Winner
CGGR
28.97%
USMV
33.10%
Sharpe Ratio
CGGR
0.57
Winner
USMV
0.57
5Y Beta
CGGR
1.22
Winner
USMV
0.46
P/E Ratio
CGGR
33.74
Winner
USMV
24.12
Forward P/E
CGGR
21.32
Winner
USMV
20.29
PEG Ratio
CGGR
0.28
Winner
USMV
0.21
5Y Dividends CAGR
CGGR
N/A
USMV
4.73%
5Y EPS CAGR
Winner
CGGR
31.81%
USMV
17.43%
Debt to Equity
CGGR
N/A
USMV
17.90%
P/S Ratio
CGGR
2.89
Winner
USMV
2.34
P/B Ratio
CGGR
7.71
Winner
USMV
4.51
CGGR vs USMV - Holdings Comparison
CGGR and USMV have 36 common holdings. Overlap is 19.09%
CGGR's top 25 holdings weight is 65.35%. USMV's top 25 holdings weight is 34.38%.
| Rank | CGGR | USMV |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 6.10% | MICROSOFT CORP (MSFT) - 1.70% |
| #2 | BROADCOM INC (AVGO) - 5.43% | AMPHENOL CORP CLASS A (APH) - 1.60% |
| #3 | NVIDIA CORP (NVDA) - 4.90% | WELLTOWER INC (WELL) - 1.55% |
| #4 | MICROSOFT CORP (MSFT) - 4.56% | CHUBB LTD (CB) - 1.53% |
| #5 | MICRON TECHNOLOGY INC (MU) - 3.71% | JOHNSON & JOHNSON (JNJ) - 1.52% |
| #6 | TESLA INC (TSLA) - 3.69% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.51% | CISCO SYSTEMS INC (CSCO) - 1.46% |
| #8 | VISA INC CLASS A (V) - 3.36% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.44% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 3.24% | DUKE ENERGY CORP (DUK) - 1.43% |
| #10 | AMAZON.COM INC (AMZN) - 2.80% | SOUTHERN CO (SO) - 1.41% |
| #11 | n/a (n/a) - 2.25% | VERIZON COMMUNICATIONS INC (VZ) - 1.41% |
| #12 | ELI LILLY AND CO (LLY) - 2.17% | MOTOROLA SOLUTIONS INC (MSI) - 1.39% |
| #13 | CLOUDFLARE INC (NET) - 2.15% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.38% |
| #14 | TRANSDIGM GROUP INC (TDG) - 2.09% | WASTE MANAGEMENT INC (WM) - 1.38% |
| #15 | APPLE INC (AAPL) - 2.01% | NVIDIA CORP (NVDA) - 1.36% |
| #16 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.88% | MERCK & CO INC (MRK) - 1.32% |
| #17 | n/a (SHOP) - 1.78% | MCKESSON CORP (MCK) - 1.27% |
| #18 | SK HYNIX INC (n/a) - 1.47% | COCA-COLA CO (KO) - 1.26% |
| #19 | n/a (TSM) - 1.41% | MASTERCARD INC CLASS A (MA) - 1.25% |
| #20 | WELLTOWER INC (WELL) - 1.25% | WASTE CONNECTIONS INC (WCN) - 1.25% |
| #21 | INTUITIVE SURGICAL INC (ISRG) - 1.22% | CENCORA INC (COR) - 1.23% |
| #22 | GE AEROSPACE (GE) - 1.19% | NEWMONT CORP (NEM) - 1.23% |
| #23 | INTEL CORP (INTC) - 1.09% | CONSOLIDATED EDISON INC (ED) - 1.22% |
| #24 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.07% | REPUBLIC SERVICES INC (RSG) - 1.21% |
| #25 | ASML HOLDING NV ADR (ASML) - 1.02% | TJX COMPANIES INC (TJX) - 1.11% |
| Total Holdings | 100 | 169 |
CGGR vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
CGGR
+2.29%
Winner
USMV
+4.85%
3M
CGGR
+2.08%
Winner
USMV
+5.73%
6M
Winner
CGGR
+8.41%
USMV
+6.00%
1Y
Winner
CGGR
+13.73%
USMV
+8.96%
5Y(CAGR)
Winner
CGGR
+15.90%
USMV
+7.20%
10Y(CAGR)
CGGR
N/A
USMV
+10.09%
Max(CAGR)
Winner
CGGR
+15.90%
USMV
+11.85%
CGGR vs USMV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | CGGR | USMV |
|---|---|---|
| 2026 | +5.56% | +8.88% |
| 2025 | +19.62% | +7.81% |
| 2024 | +33.73% | +15.30% |
| 2023 | +43.26% | +10.24% |
| 2022 | -18.50% | -8.86% |
| 2021 | N/A | +22.56% |
| 2020 | N/A | +5.60% |
| 2019 | N/A | +28.82% |
| 2018 | N/A | +1.39% |
| 2017 | N/A | +18.60% |
| 2016 | N/A | +11.96% |
| 2015 | N/A | +5.37% |
| 2014 | N/A | +17.49% |
| 2013 | N/A | +22.60% |
| 2012 | N/A | +10.87% |
| 2011 | N/A | +5.67% |
CGGR vs USMV Drawdown Comparison
The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current CGGR drawdown is -1.55%. The current USMV drawdown is -0.14%.
| Rank | CGGR | USMV |
|---|---|---|
| #1 | -28.90% Mar 29, 2022 - Dec 1, 2023 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -23.37% Feb 14, 2025 - Jun 26, 2025 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -15.13% Oct 28, 2025 - May 6, 2026 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -9.89% Jul 16, 2024 - Sep 19, 2024 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -8.28% Jun 1, 2026 - Jul 29, 2026 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -7.42% Feb 28, 2022 - Mar 17, 2022 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -6.62% Mar 21, 2024 - Jun 10, 2024 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -5.11% Dec 16, 2024 - Jan 22, 2025 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -3.45% Sep 22, 2025 - Oct 23, 2025 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -3.27% Dec 27, 2023 - Jan 19, 2024 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -3.24% Nov 11, 2024 - Nov 29, 2024 | -6.46% Feb 27, 2026 - Jul 2, 2026 |
| #12 | -3.07% May 14, 2026 - May 26, 2026 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -2.47% Jan 23, 2025 - Feb 13, 2025 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -2.44% Oct 29, 2024 - Nov 6, 2024 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -2.38% Aug 12, 2025 - Aug 27, 2025 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between CGGR and USMV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
CGGR vs USMV dividend yield comparison.
| Year | CGGR | USMV |
|---|---|---|
| 2026 | 0.06% | 0.68% |
| 2025 | 0.10% | 1.49% |
| 2024 | 0.33% | 1.67% |
| 2023 | 0.40% | 1.82% |
| 2022 | 0.33% | 1.62% |
| 2021 | 0.00% | 1.26% |
| 2020 | 0.00% | 1.81% |
| 2019 | 0.00% | 1.88% |
| 2018 | 0.00% | 2.12% |
| 2017 | 0.00% | 1.77% |
| 2016 | 0.00% | 2.22% |
| 2015 | 0.00% | 2.02% |
| 2014 | 0.00% | 1.88% |
| 2013 | 0.00% | 2.18% |
| 2012 | 0.00% | 1.96% |
| 2011 | 0.00% | 0.29% |
Select Stocks to Compare
Popular: CGGR vs SPYUSMV vs SPY
More Comparisons
Compare with similar stocks
Compare CGGR with:
Compare USMV with:
Popular suggestions:
QUAL vs USMV
ISHARES MSCI USA QUALITY FACTOR ETF vs ISHARES MSCI USA MIN VOL FACTOR ETF
USMV vs SPLV
ISHARES MSCI USA MIN VOL FACTOR ETF vs INVESCO S&P 500 LOW VOLATILITY ETF
SPLV vs USMV
INVESCO S&P 500 LOW VOLATILITY ETF vs ISHARES MSCI USA MIN VOL FACTOR ETF
USML vs USMV
UBS AG London Branch vs ISHARES MSCI USA MIN VOL FACTOR ETF
VFMV vs USMV
VANGUARD U.S. MINIMUM VOLATILITY ETF ETF SHARES vs ISHARES MSCI USA MIN VOL FACTOR ETF
ACWV vs USMV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF vs ISHARES MSCI USA MIN VOL FACTOR ETF