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
CGGR
$22B
Winner
USMV
$23B
Expense Ratio
CGGR
0.39%
Winner
USMV
0.15%
Max Drawdown
Winner
CGGR
28.97%
USMV
33.10%
Sharpe Ratio
Winner
CGGR
1.36
USMV
0.10
5Y Beta
CGGR
1.20
Winner
USMV
0.48
P/E Ratio
CGGR
36.70
Winner
USMV
22.94
Forward P/E
CGGR
20.92
Winner
USMV
19.28
PEG Ratio
CGGR
N/A
USMV
0.15
5Y Dividends CAGR
CGGR
N/A
USMV
7.83%
5Y EPS CAGR
Winner
CGGR
29.03%
USMV
20.22%
Debt to Equity
CGGR
N/A
USMV
42.89%
P/S Ratio
CGGR
2.85
Winner
USMV
2.14
P/B Ratio
CGGR
7.21
Winner
USMV
4.23
CGGR vs USMV - Holdings Comparison
CGGR and USMV have 32 common holdings. Overlap is 15.92%
CGGR's top 25 holdings weight is 66.98%. USMV's top 25 holdings weight is 35.07%.
| Rank | CGGR | USMV |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 7.48% | NVIDIA CORP (NVDA) - 1.76% |
| #2 | TESLA INC (TSLA) - 5.81% | CISCO SYSTEMS INC (CSCO) - 1.73% |
| #3 | NVIDIA CORP (NVDA) - 5.33% | MICROSOFT CORP (MSFT) - 1.65% |
| #4 | BROADCOM INC (AVGO) - 4.50% | EXXON MOBIL CORP (XOM) - 1.57% |
| #5 | MICROSOFT CORP (MSFT) - 4.03% | DUKE ENERGY CORP (DUK) - 1.54% |
| #6 | n/a (n/a) - 3.75% | CHUBB LTD (CB) - 1.52% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.23% | SOUTHERN CO (SO) - 1.51% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.10% | AMPHENOL CORP CLASS A (APH) - 1.48% |
| #9 | VISA INC CLASS A (V) - 2.46% | VERIZON COMMUNICATIONS INC (VZ) - 1.48% |
| #10 | NETFLIX INC (NFLX) - 2.45% | WASTE MANAGEMENT INC (WM) - 1.45% |
| #11 | AMAZON.COM INC (AMZN) - 2.44% | MOTOROLA SOLUTIONS INC (MSI) - 1.45% |
| #12 | MICRON TECHNOLOGY INC (MU) - 2.19% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44% |
| #13 | INTUITIVE SURGICAL INC (ISRG) - 2.13% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #14 | TRANSDIGM GROUP INC (TDG) - 2.11% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.38% |
| #15 | ELI LILLY AND CO (LLY) - 1.93% | MCKESSON CORP (MCK) - 1.35% |
| #16 | n/a (SHOP) - 1.90% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #17 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.80% | CENCORA INC (COR) - 1.31% |
| #18 | APPLE INC (AAPL) - 1.77% | WASTE CONNECTIONS INC (WCN) - 1.28% |
| #19 | CLOUDFLARE INC (NET) - 1.76% | REPUBLIC SERVICES INC (RSG) - 1.27% |
| #20 | n/a (TSM) - 1.34% | MCDONALD'S CORP (MCD) - 1.25% |
| #21 | BANK OF AMERICA CORP (BAC) - 1.17% | COCA-COLA CO (KO) - 1.20% |
| #22 | GE AEROSPACE (GE) - 1.16% | MERCK & CO INC (MRK) - 1.19% |
| #23 | QUANTA SERVICES INC (PWR) - 1.11% | NEWMONT CORP (NEM) - 1.17% |
| #24 | SALESFORCE INC (CRM) - 1.02% | MASTERCARD INC CLASS A (MA) - 1.17% |
| #25 | WHEATON PRECIOUS METALS CORP (WPM) - 1.01% | TJX COMPANIES INC (TJX) - 1.16% |
| Total Holdings | 96 | 174 |
CGGR vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGGR
+7.84%
USMV
+1.05%
3M
Winner
CGGR
+8.02%
USMV
-0.33%
6M
Winner
CGGR
+4.13%
USMV
+0.76%
1Y
Winner
CGGR
+23.41%
USMV
+3.38%
5Y(CAGR)
Winner
CGGR
+16.38%
USMV
+7.59%
10Y(CAGR)
CGGR
N/A
USMV
+9.80%
Max(CAGR)
Winner
CGGR
+16.38%
USMV
+11.53%
CGGR vs USMV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | CGGR | USMV |
|---|---|---|
| 2026 | +3.14% | +1.31% |
| 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 -0.65%. The current USMV drawdown is -3.00%.
| 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 | -7.42% Feb 28, 2022 - Mar 17, 2022 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -6.62% Mar 21, 2024 - Jun 10, 2024 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -5.11% Dec 16, 2024 - Jan 22, 2025 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -3.45% Sep 22, 2025 - Oct 23, 2025 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -3.27% Dec 27, 2023 - Jan 19, 2024 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -3.24% Nov 11, 2024 - Nov 29, 2024 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -2.47% Jan 23, 2025 - Feb 13, 2025 | -6.46% Feb 27, 2026 - Mar 27, 2026 |
| #12 | -2.44% Oct 29, 2024 - Nov 6, 2024 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -2.38% Aug 12, 2025 - Aug 27, 2025 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -2.17% Jan 29, 2024 - Feb 2, 2024 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -2.08% Jul 28, 2025 - Aug 8, 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 | 0.00% | 0.41% |
| 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% |
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