TACU ranks 9th and CGGR 33rd of 121 funds in the US Active Equity Category.
CGGR vs TACU
TACU −0.39pt a year
0.39%0.00%
CGGR 626.8×the volume
2.6M4.15K
CGGR vs TACU Performance
+2.7%+11.2%
- CGGR 0.39%
- TACU 0.00%, better
- CGGR $26B
- TACU $17M
- CGGR +1.9%
- TACU
- CGGR 0.15%
- TACU
- CGGR 102
- TACU 411
- CGGR 2.6M sh, better
- TACU 4.15K sh
- CGGR $45.62
- TACU $27.68
ETF.net Grade
| Pillar | CGGR | TACU |
|---|---|---|
| Cost | A76 | A99Higher |
| Mission | A76 | A81Higher |
| Risk | D26 | B69Higher |
| Tradability | A80Higher | C49 |
| Holdings | B68 | A83Higher |
| Durability | A87Higher | C43 |
Rank among US Active Equity funds
Same Category. CGGR and TACU are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.
Our read on each fund
CGGRB
TACUA
In short
CGGR Old-line active stock picking, delivered in an ETF shell. It hunts capital appreciation across roughly a hundred companies and charges 0.39% a year, undercutting most active US equity ETFs. Live since 2022 and already a multi-billion-dollar fund.
TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.
Stated mandate
CGGR The fund seeks growth of capital by investing in a broad group of companies that appear to offer opportunities for capital appreciation.
TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.
Why people hold it
Worth knowing
CGGR vs TACU Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
CGGR vs TACU Cost
Overpaying CGGR vs TACU
$7,898
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CGGR 0.39%
$7,898
TACU 0.00%
$0
Cost over time
Year by year
| Year | CGGR | TACU | Overpaying |
|---|---|---|---|
| 10 | $705 | $0 | $705 |
| 20 | $2,725 | $0 | $2,725 |
| 30 | $7,898 | $0 | $7,898 |
- 0.39%CGGR
- 0.00%TACU, cheaper
- Middle half of US Active Equity funds
- Median 0.68%
TACU cheapest of 121 funds
CGGR 29th cheapest of 121 funds
CGGR vs TACU Dividends
- CGGR 0.15%
- TACU
- CGGR $0.07
- TACU None
- CGGR $0.03
- TACU
- CGGR Jun 30, 2026
- TACU
- CGGR Jul 1, 2026
- TACU
- CGGR Twice a year
- TACU
Distribution history
CGGR vs TACU Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CGGR 17.0%TACU
- Return per unit of risk
- CGGR 1.12TACU
- Worst fall
- CGGR −28.9%TACU
- Market sensitivity
- CGGR 1.18TACU 0.96
CGGR and TACU in the news
Popular comparisons
- 0.39% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.39% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.39% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
