Skip to content
Beacon
Screener

CGVV vs VBR

Capital Group U.S. Large Value ETF vs Vanguard Small-Cap Value Index Fund ETF Shares

CGVV

Capital Group U.S. Large Value ETF

Capital Group

Annual cost

0.33%

Fund size

$128M

VBR

Vanguard Small-Cap Value Index Fund ETF Shares

Vanguard

Annual cost

0.05%

Fund size

$64.9B

Key differences

  • VBR costs 0.28% less per year.
  • VBR is significantly larger than CGVV — larger funds tend to be more liquid and less likely to close.
  • VBR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGVVVBR
Annual cost (TER)0.33%0.05%
Fund size (AUM)$128M$64.9B
Since20252004
Dividend yield1.78%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+26.3%
CAGR 3YN/A+17.0%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.76
Volatility 1Y15.35%
Max drawdown-10.11%-45.28%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGVV and VBR