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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

CGGR vs XRT: how they differ

CGGR and XRT hold 3% of their weight in the same names, and CGGR returned more over the year.

Capital Group Growth ETF and State Street(R) SPDR(R) S&P(R) Retail ETF.

What they hold in common

By the books each fund has filed, CGGR and XRT hold 3% of their money in the same securities at the same weight.

Positions CGGR and XRT both hold, largest shared weight first
HoldingCGGRXRT
Amazon.com Inc2.69%1.35%
Costco Wholesale Corp0.60%1.29%
Carvana Co0.43%1.32%
Burlington Stores Inc0.38%1.31%
Largest positions each one holds and the other does not
Only in CGGROnly in XRT
Meta Platforms Inc 7.09%Groupon Inc 1.78%
Tesla Inc 5.85%RealReal Inc/The 1.75%
Broadcom Inc 5.40%Bath & Body Works Inc 1.73%
NVIDIA Corp 5.16%Warby Parker Inc 1.64%
Micron Technology Inc 4.86%Upbound Group Inc 1.59%
Microsoft Corp 4.38%Coupang Inc 1.55%
Alphabet Inc 3.36%Maplebear Inc 1.55%
Alphabet Inc 3.06%Revolve Group Inc 1.52%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

CGGR and XRT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
CGGR
Capital Group Growth ETF
XRT
State Street(R) SPDR(R) S&P(R) Retail ETF
Where it sitsCore index fundCore index fund
IssuerCapitalState Street
What it isGrowthSPDR S&P Retail
Total return, 1 year+7.2%−3.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−10.3 pts−20.6 pts
Expense ratio0.39%0.35%
Already in the S&P 50080.6%22.5%
Holdings8975

CGGR in plain words

CGGR is an index equity fund tracking the Growth. Over the year to Sep 11, 2026 it returned +7.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.39% a year. By its holdings filed for May 31, 2026, 81% of the fund by weight is stocks the S&P 500 also holds, across 89 positions, with the top ten at 44.2%.

XRT in plain words

XRT is an index equity fund tracking the SPDR S&P Retail. Over the year to Sep 11, 2026 it returned −3.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 75 positions, with the top ten at 16.1%. It sat 12.2% below its high of Nov 16, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, CGGR or XRT?
In the year to Sep 12, 2026, with distributions reinvested, CGGR returned +7.2% and XRT returned −3.0%, so CGGR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CGGR or XRT?
CGGR charges 0.39% a year and XRT charges 0.35%, so XRT is cheaper. Fees come from each fund's prospectus.
How much do CGGR and XRT overlap with the S&P 500?
By their latest filed holdings, 81% of CGGR and 22% of XRT by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

CGGR against XRT, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, CGGR against XRT, data as of Sep 12, 2026. https://etfiq.com/compare/any/CGGR-XRT Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources