Data as of Nov 4, 2026.

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CGGE vs CRBN: Differences, Returns & Fees

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Over the year to Nov 4, 2026, CGGE returned +11.7% to CRBN's +14.2%; 31% of their weight is in the same names.

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Net assets on Nov 3, 2026: $3.3bn for Capital Group Global Equity ETF and $1.2bn for iShares Low Carbon Optimized MSCI ACWI ETF.

At a glance
+11.7%
CGGE total return, 1 year
+14.2%
CRBN total return, 1 year
0.47%
CGGE expense ratio
0.20%
CRBN expense ratio

Pair scorecard

CRBN costs 0.27 points a year less; their one-year returns differ by 2.5 points; CGGE is 2.8 times larger.

CGGE vs CRBN: Differences, Returns & Fees
MeasureCGGECRBN
Return
Total return, 1 year+11.7%+14.2%
Drawdown
Below its high4.3%, high on Aug 13, 2026
Benchmark
What it tracksNo index, actively managedMSCI ACWI Low Carbon Target Index
Cost and size
Expense ratio0.47%0.20%
Net assets, as of Nov 3, 2026$3.3bn$1.2bn
Holdings
Holdings in common31%
Top ten holdings, share of the fund31.9%24.5%

Method

Risk and return

Jul 5, 2024 to Oct 30, 2026 · 121 weekly returns
CGGE CRBN
Return
Total return edge CRBN +34.4% +39.9%
Annualized edge CRBN +13.6% +15.5%
Price return edge CRBN (slight) +33.4% +34.3%
Risk
Volatility edge CGGE (slight) 14.2% 14.5%
Max drawdown edge CGGE −12.2% −14.3%
Downside capture 97.2% 99.6%
Beta 0.95 0.99
Risk-adjusted
Sharpe edge CRBN 0.68 0.78
Sortino edge CRBN 0.99 1.17
Treynor 0.101 0.093
Calmar edge Tie 1.11 1.09
Against the benchmark
Alpha −1.2% a year +0.1% a year
Alpha t-stat −0.45 0.22
Information ratio −0.43 0.03
Tracking error 4.1% 2.0%

Each against its own benchmark: CGGE against URTH, Jul 5, 2024 to Oct 30, 2026; CRBN against ACWI, Dec 26, 2014 to Oct 30, 2026.

Reading

From Jul 2024 to Oct 2026, CRBN returned more: +39.9% to +34.4%. CGGE swung slightly less: 14.2% to 14.5%. CGGE fell less at its worst: −12.2% to −14.3%.

Full scorecard

19 measures, with how each is measured
Open ↓
Risk and return: CGGE vs CRBN: Differences, Returns & Fees
MeasureCGGECRBNEdgeHow it is measured
Return
Total return+34.4%+39.9%CRBNPrice change plus distributions, reinvested.
Annualized+13.6%+15.5%CRBNTotal return as a yearly rate.
Price return+33.4%+34.3%CRBN (slight)Price change alone, distributions left out.
Risk
Volatility14.2%14.5%CGGE (slight)Spread of weekly returns, annualized. Lower is steadier.
Downside deviation9.7%9.7%TieLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−12.2%−14.3%CGGEDeepest fall from a high to the low after it.
Upside capture90.6%99.5%Share of its benchmark's rise caught in the weeks it rose.
Downside capture97.2%99.6%Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta0.950.99Not an edgeHow far it moves for each 1% its benchmark moves.
R squared0.920.98Not an edgeShare of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe0.680.78CRBNReturn above Treasury bills per unit of volatility.
Sortino0.991.17CRBNReturn above Treasury bills per unit of downside deviation.
Treynor0.1010.093Return above Treasury bills per unit of beta.
Calmar1.111.09TieAnnualized return divided by the max drawdown.
Against the benchmark
BenchmarkURTHACWIThe ETF each fund is measured against.
Alpha−1.2% a year+0.1% a yearNot significantYearly return beyond what its beta to the benchmark predicts.
Alpha t-stat−0.450.22Not an edgeHow sure the alpha is. Below 2, it could be chance.
Alpha range−6.4% to +4.1%−1.0% to +1.3%Includes zeroThe 95% range for the yearly alpha.
Information ratio−0.430.03Return against its benchmark per unit of tracking error.
Tracking error4.1%2.0%Not an edgeHow far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 121 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

31%

By the books each fund has filed, CGGE and CRBN hold 31% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Nov 3, 2026.

0 half 100%

half

31% in common

Positions both hold · largest shared weight first CGGE CRBN
Microsoft Corp 4.02% 3.68%
Apple Inc 3.18% 4.91%
NVIDIA Corp 2.29% 4.76%
Amazon.com Inc 1.98% 2.45%
Taiwan Semiconductor Manufacturing Co Ltd 3.65% 1.74%
Alphabet Inc 4.66% 1.73%
Broadcom Inc 4.25% 1.50%
Meta Platforms Inc 1.21% 1.36%
Micron Technology Inc 1.51% 0.99%
JPMorgan Chase & Co 2.38% 0.95%
Eli Lilly & Co 0.83% 1.13%
Visa Inc 0.87% 0.76%
Only in one fund ↓
Only in CGGE
Capital Group Central Cash Fund 2.57%
General Electric Co 2.04%
Safran SA 1.71%
Rolls-Royce Holdings PLC 1.65%
UniCredit SpA 1.23%
GE Vernova Inc 1.22%
TotalEnergies SE 1.19%
RWE AG 1.07%
Only in CRBN
ALPHABET CLASS C 1.20%
TESLA INC 1.17%
JOHNSON & JOHNSON 0.81%
ADVANCED MICRO DEVICES 0.80%
SAMSUNG ELECTRONICS LTD 0.76%
BERKSHIRE HATHAWAY INC CLASS B 0.66%
WALMART 0.58%
COCA-COLA 0.49%
Check overlap with more funds →

Side by side

CGGE Capital Group Global Equity ETF CRBN iShares Low Carbon Optimized MSCI ACWI ETF
Where it sits Stock ETF Stock ETF
What it is Actively managed Tracks an index
Total return, 1 year +11.7% +14.2%
Its benchmark over the same days +15.2% (URTH) +15.0% (ACWI)
Gap to its benchmark −3.5 pts vs URTH −0.8 pts vs ACWI
Expense ratio 0.47% 0.20%
Already in the S&P 500 51.3% 60.8%
Holdings 116 1049
Net assets, as of Nov 3, 2026 $3.3bn $1.2bn

CGGE and CRBN on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

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About each fund
CGGE

CGGE is actively managed and tracks no index. Over the year to Nov 4, 2026 it returned +11.7% with distributions reinvested, against +15.2% for its benchmark, the MSCI World Index. The prospectus expense ratio is 0.47% a year. By its holdings filed for Aug 31, 2026, 51% of the fund by weight is stocks the S&P 500 also holds, across 116 positions, with the top ten at 31.9%. It sat 4.3% below its high of Aug 13, 2026 on Nov 4, 2026.

CRBN

CRBN tracks an index. Over the year to Nov 4, 2026 it returned +14.2% with distributions reinvested, against +15.0% for its benchmark, the MSCI All Country World Index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Nov 3, 2026, 61% of the fund by weight is stocks the S&P 500 also holds, across 1,049 positions, with the top ten at 24.5%.

Questions people ask

Which returned more over the last year, CGGE or CRBN?
In the year to Nov 4, 2026, with distributions reinvested, CGGE returned +11.7% and CRBN +14.2%.
Which is cheaper, CGGE or CRBN?
CRBN is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do CGGE and CRBN overlap with the S&P 500?
By their latest filed holdings, 51% of CGGE and 61% of CRBN by weight is stocks the S&P 500 already holds.
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ETFIQ, CGGE against CRBN, data as of Nov 4, 2026. https://etfiq.com/compare/any/cgge-vs-crbn

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