PRF vs CGGO

Comparison between INVESCO RAFI US 1000 ETF (PRF, ETF) and CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHARE CLASS (CGGO, ETF).

PRF vs CGGO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRF(ETF)	CGGO(ETF)
Net Assets	$8.70B	$8.80B
Expense Ratio	0.34%	0.47%
Max Drawdown	61.60%	25.06%
Sharpe Ratio	2.44	1.89
5Y Beta	0.77	0.99
P/E Ratio	24.59	28.98
Forward P/E	16.75	18.16
PEG Ratio	N/A	0.37
5Y Dividends CAGR	7.13%	N/A
5Y EPS CAGR	14.10%	24.77%
Debt to Equity	39.23%	N/A
P/S Ratio	1.77	1.60
P/B Ratio	2.77	4.83

Net Assets

PRF

$8.70B

Winner

CGGO

$8.80B

Expense Ratio

Winner

PRF

0.34%

CGGO

0.47%

Max Drawdown

PRF

61.60%

Winner

CGGO

25.06%

Sharpe Ratio

Winner

PRF

2.44

CGGO

1.89

5Y Beta

Winner

PRF

0.77

CGGO

0.99

P/E Ratio

Winner

PRF

24.59

CGGO

28.98

Forward P/E

Winner

PRF

16.75

CGGO

18.16

PEG Ratio

PRF

N/A

CGGO

0.37

5Y Dividends CAGR

PRF

7.13%

CGGO

N/A

5Y EPS CAGR

PRF

14.10%

Winner

CGGO

24.77%

Debt to Equity

PRF

39.23%

CGGO

N/A

P/S Ratio

PRF

1.77

Winner

CGGO

1.60

P/B Ratio

Winner

PRF

2.77

CGGO

4.83

PRF vs CGGO - Holdings Comparison

PRF and CGGO have 40 common holdings. Overlap is 14.69%

PRF's top 25 holdings weight is 33.83%. CGGO's top 25 holdings weight is 48.80%.

Rank	PRF	CGGO
#1	ALPHABET INC CLASS A (GOOGL) - 4.30%	n/a (TSM) - 6.48%
#2	APPLE INC (AAPL) - 4.05%	MICRON TECHNOLOGY INC (MU) - 3.71%
#3	AMAZON.COM INC (AMZN) - 2.26%	BROADCOM INC (AVGO) - 3.56%
#4	MICROSOFT CORP (MSFT) - 2.17%	SK HYNIX INC (n/a) - 3.50%
#5	EXXON MOBIL CORP (XOM) - 1.89%	ASML HOLDING NV (n/a) - 2.61%
#6	INTEL CORP (INTC) - 1.84%	MICROSOFT CORP (MSFT) - 2.41%
#7	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.77%	CITIGROUP INC (C) - 2.05%
#8	JPMORGAN CHASE & CO (JPM) - 1.60%	ALPHABET INC CLASS A (GOOGL) - 1.91%
#9	META PLATFORMS INC CLASS A (META) - 1.59%	AON PLC CLASS A (AON) - 1.84%
#10	CHEVRON CORP (CVX) - 1.34%	NVIDIA CORP (NVDA) - 1.69%
#11	JOHNSON & JOHNSON (JNJ) - 1.18%	META PLATFORMS INC CLASS A (META) - 1.55%
#12	BANK OF AMERICA CORP (BAC) - 1.17%	SAMSUNG ELECTRONICS CO LTD (n/a) - 1.43%
#13	CITIGROUP INC (C) - 1.06%	STARBUCKS CORP (SBUX) - 1.41%
#14	UNITEDHEALTH GROUP INC (UNH) - 1.03%	AIRBUS SE (n/a) - 1.36%
#15	WALMART INC (WMT) - 0.92%	VERTEX PHARMACEUTICALS INC (VRTX) - 1.33%
#16	PFIZER INC (PFE) - 0.87%	n/a (n/a) - 1.27%
#17	MICRON TECHNOLOGY INC (MU) - 0.84%	MERCADOLIBRE INC (MELI) - 1.26%
#18	WELLS FARGO & CO (WFC) - 0.84%	PRUDENTIAL PLC (n/a) - 1.25%
#19	MERCK & CO INC (MRK) - 0.79%	PROSUS NV ORDINARY SHARES CLASS N (n/a) - 1.21%
#20	VERIZON COMMUNICATIONS INC (VZ) - 0.77%	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.21%
#21	UNION PACIFIC CORP (UNP) - 0.32%	NESTLE SA (n/a) - 1.21%
#22	VISA INC CLASS A (V) - 0.32%	SIEMENS AG (n/a) - 1.20%
#23	COCA-COLA CO (KO) - 0.31%	CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.20%
#24	DEERE & CO (DE) - 0.30%	3I GROUP ORD (n/a) - 1.09%
#25	ORACLE CORP (ORCL) - 0.30%	SAFRAN SA (n/a) - 1.06%
Total Holdings	951	114

PRF vs CGGO - Historical Returns

Returns include dividend reinvestment.

Period	PRF	CGGO
1 month	+6.85%	+10.72%
3 months	+5.70%	+8.87%
6 months	+16.20%	+17.35%
1 year	+34.44%	+38.62%
5 years(CAGR)	+12.12%	+13.56%
10 years(CAGR)	+13.75%	N/A
Max(CAGR)	+10.60%	+13.56%

PRF

+6.85%

Winner

CGGO

+10.72%

PRF

+5.70%

Winner

CGGO

+8.87%

PRF

+16.20%

Winner

CGGO

+17.35%

PRF

+34.44%

Winner

CGGO

+38.62%

5Y(CAGR)

PRF

+12.12%

Winner

CGGO

+13.56%

10Y(CAGR)

PRF

+13.75%

CGGO

N/A

Max(CAGR)

PRF

+10.60%

Winner

CGGO

+13.56%

PRF vs CGGO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PRF	CGGO
2026	+11.55%	+12.83%
2025	+18.58%	+21.03%
2024	+16.62%	+16.29%
2023	+15.97%	+22.96%
2022	-8.43%	-13.12%
2021	+32.93%	N/A
2020	+7.20%	N/A
2019	+27.00%	N/A
2018	-9.27%	N/A
2017	+15.10%	N/A
2016	+18.82%	N/A
2015	-2.81%	N/A
2014	+13.21%	N/A
2013	+31.81%	N/A
2012	+15.15%	N/A
2011	-1.65%	N/A
2010	+17.32%	N/A
2009	+37.49%	N/A
2008	-39.32%	N/A
2007	+1.93%	N/A
2006	+17.29%	N/A
2005	-0.34%	N/A

PRF vs CGGO Drawdown Comparison

The maximum drawdown for PRF was -60.36%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.

The maximum drawdown for CGGO was -24.90%, occurring on Oct 14, 2022. Recovery took 324 trading sessions.

Rank	PRF	CGGO
#1	-60.36% Jul 13, 2007 - Feb 17, 2011	-24.90% Mar 29, 2022 - Jul 14, 2023
#2	-38.13% Feb 12, 2020 - Nov 16, 2020	-17.93% Jan 24, 2025 - Jun 4, 2025
#3	-21.26% Apr 29, 2011 - Mar 13, 2012	-13.15% Feb 25, 2026 - Apr 14, 2026
#4	-19.76% Sep 21, 2018 - Jul 3, 2019	-10.98% Jul 18, 2023 - Dec 11, 2023
#5	-19.74% Jan 12, 2022 - Dec 11, 2023	-10.15% Jul 16, 2024 - Sep 26, 2024
#6	-15.83% Nov 29, 2024 - Jul 1, 2025	-9.84% Feb 25, 2022 - Mar 29, 2022
#7	-15.74% May 21, 2015 - Jun 8, 2016	-7.12% Oct 28, 2025 - Jan 2, 2026
#8	-10.76% Mar 26, 2012 - Sep 6, 2012	-5.77% Mar 21, 2024 - May 10, 2024
#9	-10.60% Jan 26, 2018 - Sep 19, 2018	-4.69% Oct 14, 2024 - Jan 23, 2025
#10	-7.86% Sep 5, 2014 - Nov 6, 2014	-4.61% Jan 28, 2026 - Feb 25, 2026
#11	-6.89% Oct 18, 2012 - Dec 18, 2012	-3.39% Oct 8, 2025 - Oct 24, 2025
#12	-6.81% Jul 26, 2019 - Sep 11, 2019	-2.59% Dec 27, 2023 - Jan 19, 2024
#13	-6.68% May 10, 2006 - Sep 1, 2006	-2.45% Jul 25, 2025 - Aug 12, 2025
#14	-6.60% Feb 11, 2026 - Apr 14, 2026	-2.26% Jun 12, 2025 - Jun 24, 2025
#15	-6.54% Jun 8, 2016 - Jul 12, 2016	-2.16% Sep 26, 2024 - Oct 14, 2024

Correlation

Correlation between PRF and CGGO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2006 - 2026)

PRF vs CGGO dividend yield comparison.

Year	PRF	CGGO
2026	0.35%	0.00%
2025	1.59%	2.03%
2024	1.78%	1.10%
2023	1.84%	0.76%
2022	2.01%	0.59%
2021	1.58%	0.00%
2020	1.97%	0.00%
2019	1.99%	0.00%
2018	2.25%	0.00%
2017	1.58%	0.00%
2016	2.17%	0.00%
2015	2.25%	0.00%
2014	1.73%	0.00%
2013	1.56%	0.00%
2012	2.04%	0.00%
2011	2.06%	0.00%
2010	1.41%	0.00%
2009	1.51%	0.00%
2008	2.91%	0.00%
2007	1.51%	0.00%
2006	1.05%	0.00%