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ETF comparison

CGGR vs SCHD

US Large Cap Growth vs Dividend.

Capital Group Growth ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.9 %

3 positions appear in both funds. Buying equal dollars of CGGR and SCHD would leave roughly 1.9% of each dollar exposed to the same underlying securities.

CGGR unmatched 96.1% Shared 1.9% SCHD unmatched 97.9%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In CGGR only
85 positions
Shared
3 positions
In SCHD only
96 positions

Side by side

CGGR

Capital Group Growth ETF

Capital Group · US Large Cap Growth

75 composite / 100
Expense ratio
0.39%
Net assets
$26.01B
TTM yield
0.15%
Top-10 conc.
44.2%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%

Sub-score comparison

61
Cost
94
90
Tax efficiency
75
100
Liquidity
100
51
Concentration
52
—
Tracking quality
—
CGGR sub-score SCHD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHD is 33 bps cheaper than CGGR. On a $100,000 position that's about $330/yr more in fees for CGGR.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with CGGR vs SCHD.

Top shared holdings

3 shared in total
# Holding In CGGR In SCHD Overlap
1 EOG Resources Inc 0.77% 1.82% 0.77%
2 UnitedHealth Group Inc 0.56% 5.09% 0.56%
3 Amgen Inc 0.53% 3.47% 0.53%

Only in CGGR

85 total
  • Meta Platforms Inc 7.09%
  • Tesla Inc 5.85%
  • Broadcom Inc 5.40%
  • NVIDIA Corp 5.16%
  • Micron Technology Inc 4.86%
  • Microsoft Corp 4.37%
  • Alphabet Inc 3.36%
  • Alphabet Inc 3.06%
  • Amazon.com Inc 2.69%
  • Visa Inc 2.34%

Only in SCHD

96 total
  • QUALCOMM Inc 6.74%
  • Texas Instruments Inc 5.90%
  • Coca-Cola Co/The 3.96%
  • Merck & Co Inc 3.86%
  • Chevron Corp 3.83%
  • Verizon Communications Inc 3.65%
  • Procter & Gamble Co/The 3.55%
  • ConocoPhillips 3.51%
  • PepsiCo Inc 3.44%
  • Home Depot Inc/The 3.36%

Percentages are holdings overlap with the named fund.

Open CGGR or SCHD at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.