Data as of Oct 28, 2026.
CGGR vs SCHB: Differences, Returns & Fees
Over the year to Oct 28, 2026, CGGR returned +2.6% to SCHB's +13.4%; 38% of their weight is in the same names.
askIQ about this page
askIQ about CGGR and SCHB
Net assets: $25.9bn on Oct 27, 2026 for Capital Group Growth ETF, and $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.
Pair scorecard
SCHB costs 0.36 points a year less; their one-year returns differ by 10.8 points.
| Measure | CGGR | SCHB |
|---|---|---|
| Return | ||
| Total return, 1 year | +2.6% | +13.4% |
| Drawdown | ||
| Below its high | 3.4%, high on Oct 6, 2026 | |
| Benchmark | ||
| What it tracks | No index, actively managed | Dow Jones U.S. Broad Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.39% | 0.03% |
| Net assets, CGGR as of Oct 27, 2026 and SCHB as of Aug 31, 2026 | $25.9bn | $44.6bn |
| Holdings | ||
| Holdings in common | 38% | |
| Top ten holdings, share of the fund | 39.7% | 33.7% |
Holdings in common uses holdings dated Aug 31, 2026. Method
Risk and return
Mar 4, 2022 to Oct 23, 2026 · 242 weekly returnsCGGR returned slightly more: +91.6% to +83.0%. SCHB swung less: 16.6% to 20.4%. SCHB fell less at its worst: −21.0% to −27.7%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | CGGR | SCHB | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +91.6% | +83.0% | CGGR (slight) | Price change plus distributions, reinvested. |
| Annualized | +15.0% | +13.9% | CGGR (slight) | Total return as a yearly rate. |
| Price return | +89.2% | +71.6% | CGGR | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 20.4% | 16.6% | SCHB | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.5% | 11.1% | SCHB | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −27.7% | −21.0% | SCHB | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.58 | 0.61 | SCHB (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 0.88 | 0.92 | SCHB (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.54 | 0.66 | SCHB | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 242 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, CGGR and SCHB hold 38% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026.
half
38% in common
Only in one fund ↓
Side by side
CGGR and SCHB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
CGGR and SCHB are built for the same job. How do they differ in cost, holdings and results?
- What each follows. CGGR follows No index, actively managed and SCHB follows Dow Jones U.S. Broad Stock Market Index.
- Holdings in common. 38% of the weight is in the same securities (holdings dated Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 CGGR returned +2.6% and SCHB +13.4% with distributions reinvested, a gap of 10.8 points.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
CGGR
CGGR is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +2.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.39% a year. By its holdings filed for Aug 31, 2026, 78% of the fund by weight is stocks the S&P 500 also holds, across 96 positions, with the top ten at 39.7%. It sat 3.4% below its high of Oct 6, 2026 on Oct 28, 2026.
SCHB
SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.
Questions people ask
- Which returned more over the last year, CGGR or SCHB?
- In the year to Oct 28, 2026, with distributions reinvested, CGGR returned +2.6% and SCHB +13.4%.
- Which is cheaper, CGGR or SCHB?
- SCHB is cheaper, by 0.36 percentage points a year. That is about $36 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, CGGR against SCHB, data as of Oct 28, 2026. https://etfiq.com/compare/any/cggr-vs-schb
ETFIQ. (Oct 28, 2026). CGGR against SCHB. Retrieved from https://etfiq.com/compare/any/cggr-vs-schb
[CGGR against SCHB (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/cggr-vs-schb)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.