CGGO vs TMFG

CGGOACapital Group Global Growth Equity ETF

TMFGCMotley Fool Global Opportunities ETF

In short

CGGO Capital Group's global stock-pickers, wrapped in an ETF: about 100 growth companies picked one at a time, at home and abroad, for 0.47% when the typical active rival in its group charges 0.85%.

TMFG The Motley Fool's own asset-management arm runs this one: a focused, actively managed portfolio of quality growth companies, with at least 40% of assets outside the US. It started as a 2014 mutual fund and swapped into an ETF wrapper in 2021.

Stated mandate

CGGO The fund seeks long-term growth of capital by investing primarily in common stocks and cash or money market instruments. Its strategy emphasizes companies with significant growth potential using a bottom-up analysis.

TMFG The fund seeks long-term capital appreciation through an actively managed, focused portfolio of common stocks and depositary receipts, applying a quality-growth approach.

Why people hold it

• CGGO At 0.47%, the cheapest fund in its global-growth peer group and roughly half the 0.85% cohort median. Rivals like TMFG and PCGG sit at 0.85%; FFND is far higher.
• A multi-billion-dollar fund that trades actively, so getting in and out is among the smoother experiences in this corner of the market.
• Concentrated without being narrow: roughly 100 names, chosen bottom-up on company-level growth potential rather than sliced from an index.
• Stands in the top quartile of its nine-fund active global growth cohort, one of the stronger implementations of the idea.

• TMFG Global by rule, not by accident: the prospectus commits to at least 40% of assets outside the US (30% if conditions are unfavorable), spread across three or more countries.sec.gov
• One line on the fee sheet: 0.85% all in, with other expenses listed at 0.00%. That sits at the median for its focused global-growth peers and well under FFND's 1.61%.sec.gov
• Not a new fund in ETF clothing. It opened in 2014 as a mutual fund and converted to an ETF in 2021, so the strategy has been run through real market cycles.fooletfs.com
• The mandate is to stay fully invested and not time the market, so you get the managers' stock picks rather than a cash pile waiting for a dip.sec.gov

Worth knowing

• CGGO Fully active and growth-tilted. There is no index backstop, and the ride tends to be bumpier than a broad-market fund.
• Distributions arrive annually or semiannually, so this is built around capital growth rather than a regular income stream.
• Launched in 2022, so the ETF's own record is short even though the manager is a long-established shop.

• TMFG Active-manager pricing: 0.85% a year is many times a plain global index fund, and cohort peer CGGO charges 0.47%.
• Thinly traded next to big index ETFs, so spreads can be wider and size can move the price.
• A focused book with no market-cap limits, and the prospectus expects small and mid caps in the mix, so single names carry real weight.sec.gov

Full CGGO profile⁠

Full TMFG profile⁠