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NBGX vs CGGR

Neuberger Growth ETF vs Capital Group Growth ETF

NBGX

Neuberger Growth ETF

Annual cost

0.44%

Fund size

$15M

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.4B

Key differences

NBGX is an alternative ETF, while CGGR is an equity ETF. NBGX charges 0.44% a year and CGGR 0.39%.

  • NBGX is an alternative fund, while CGGR is an equity fund. They carry different risk/return profiles.
  • NBGX follows a option income strategy; CGGR uses active selection.
  • NBGX covers North America; CGGR covers global markets.
  • CGGR is much larger than NBGX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBGXCGGR
Annual cost (TER)0.44%0.39%
Fund size (AUM)$15M$24.4B
Since20242022
Dividend yield0.26%0.09%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y+15.8%+16.7%
CAGR 3YN/A+24.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.07
Volatility 1Y14.41%16.76%
Max drawdown-21.55%-28.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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