Compare · 2 funds side by side · dividends reinvested

CGGR and SPY

CGGRCapital Group×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

CGGR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.1

Capital Group Growth ETFUS Stock Styles · Growth0.39%0.15%+4.6%+3.8%+25.5%[…]−15.0%18.5%$25.2B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CGGR 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Growth ETF · $25.2B[…]

CGGR

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 39.9% in common

CGGRMeasureSPY

+4.6%Year to dateJan 1 → Nov 4+13.3%

+3.8%1 yearTotal return+13.4%

+25.5%3 years · per year$10,000 became $19,775 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

0.15%Trailing 12-mo yield$15 · $99 a year on $10k0.99%

−15.0%Worst dropSmaller is better−8.9%

18.5%VolatilityLower is calmer12.9%

CGGRSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGGR vs SPY: Top 5 Holdings

Today

CGGR

24.0%in top 5

SPY

in top 527.3%

CGGRStockSPY

4.2%NVDA7.7%

not top 5AAPL7.4%

4.9%MSFT5.9%

5.9%METAnot top 5

4.7%TSLAnot top 5

4.3%AVGOnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common39.9%

End-of-day Nov 4, 2026 · share of each fund

CGGR vs SPY Returns, Every Period

Capital GroupCGGR

+3.8%

past year

SPYSPDR

+13.4%

past year

CGGRSPYFaded: behind in that period

1–2SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CGGR vs SPY

YTD

Capital GroupCGGR

+4.6%

SPYSPDR

+13.3%

+4.6%Year to date+13.3%

−15.0%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y12.9%

0.2%Yield1.0%

$25.2BAssets$798B

4–0SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGGR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CGGR0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CGGR, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

CGGR0.15%$15

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CGGR$15 − $39 = −$24

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CGGR, SPY

Today

39.9%most shared, CGGR and SPY

CGGRSPY

CGGR—39.9%

SPY39.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

CGGRWorst drop−15.0%18.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYCGGR

+13.3%Year to date+4.6%

1.0%Yield0.2%

+13.4%Past year+3.8%

0.09%Fee0.39%

4–0SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026