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HEAL vs CGGR

Global X HealthTech ETF vs Capital Group Growth ETF

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

CGGR

Capital Group Growth ETF

Capital Group

Annual cost

0.39%

Fund size

$22.2B

Key differences

  • CGGR costs 0.11% less per year.
  • CGGR is significantly larger than HEAL — larger funds tend to be more liquid and less likely to close.
  • HEAL covers north america markets; CGGR covers global.
  • HEAL follows a index tracking strategy; CGGR uses active selection.
  • Over the last 3 years, CGGR has delivered higher annualized returns.

Side-by-side comparison

HEALCGGR
Annual cost (TER)0.50%0.39%
Fund size (AUM)$25M$22.2B
Since20202022
Dividend yield0.38%0.10%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y-20.2%+22.6%
CAGR 3Y-10.3%+26.5%
CAGR 5Y-14.0%N/A
Sharpe 3Y-0.461.14
Volatility 1Y21.71%16.28%
Max drawdown-65.76%-28.90%

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

Similar to HEAL and CGGR