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PEPS vs CGGO

Parametric Equity Plus ETF vs Capital Group Global Growth Equity ETF

PEPS

Parametric Equity Plus ETF

Eaton Vance ETFs

Annual cost

0.10%

Fund size

$26M

CGGO

Capital Group Global Growth Equity ETF

Capital Group

Annual cost

0.47%

Fund size

$10.1B

Key differences

  • PEPS costs 0.37% less per year.
  • CGGO is significantly larger than PEPS — larger funds tend to be more liquid and less likely to close.
  • PEPS is classified as alternative, while CGGO is equity — different risk/return profiles.
  • PEPS covers north america markets; CGGO covers global.
  • PEPS follows a option income strategy; CGGO uses active selection.

Side-by-side comparison

PEPSCGGO
Annual cost (TER)0.10%0.47%
Fund size (AUM)$26M$10.1B
Since20242022
Dividend yield0.94%1.88%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y+32.6%+32.9%
CAGR 3YN/A+20.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.99
Volatility 1Y13.22%16.59%
Max drawdown-9.79%-24.90%

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

Similar to PEPS and CGGO