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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
2.5 %

3 positions appear in both funds. Buying equal dollars of CGGR and SCHD would leave roughly 2.5% of each dollar exposed to the same underlying securities.

CGGR unmatched 94.9% Shared 2.5% SCHD unmatched 97.3%

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
92 positions
Shared
3 positions
In SCHD only
96 positions

Side by side

CGGR

Capital Group Growth ETF

Capital Group · US Large Cap Growth

76 composite / 100
Expense ratio
0.39%
Net assets
$25.44B
TTM yield
0.15%
Top-10 conc.
39.7%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

86 composite / 100
Expense ratio
0.060%
Net assets
$121.09B
TTM yield
2.94%
Top-10 conc.
41.7%

Sub-score comparison

61
Cost
94
90
Tax efficiency
75
100
Liquidity
100
58
Concentration
55
—
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 Amgen Inc 0.89% 4.70% 0.89%
2 EOG Resources Inc 0.85% 1.88% 0.85%
3 UnitedHealth Group Inc 0.73% 3.82% 0.73%

Only in CGGR

92 total
  • Meta Platforms Inc 5.37%
  • NVIDIA Corp 5.14%
  • Broadcom Inc 4.69%
  • Microsoft Corp 4.63%
  • Tesla Inc 4.19%
  • Micron Technology Inc 3.57%
  • Visa Inc 3.33%
  • Alphabet Inc 3.21%
  • Alphabet Inc 3.06%
  • Amazon.com Inc 2.48%

Only in SCHD

96 total
  • Merck & Co Inc 4.76%
  • Abbott Laboratories 4.68%
  • Coca-Cola Co/The 4.16%
  • Chevron Corp 4.01%
  • Verizon Communications Inc 3.96%
  • ConocoPhillips 3.93%
  • Home Depot Inc/The 3.87%
  • Procter & Gamble Co/The 3.82%
  • PepsiCo Inc 3.64%
  • Bristol-Myers Squibb Co 3.32%

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.