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Capital Group U.S. Large Value ETF (CGVV) Sharpe Ratio

ETF · Currency in USD · Last updated Jun 24, 2026

The Capital Group U.S. Large Value ETF (CGVV) is an actively managed exchange-traded fund that seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in common stocks and other equity-type securities of large, value companies in the United States. The fund defines large companies as those whose market capitalizations typically fall within the range of the Russell 1000 Index.

Sharpe ratio is not yet available for CGVV. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Capital Group U.S. Large Value ETF's Sharpe Ratio with other ETFs in the Large Cap Value Equities category across multiple time periods, showing how CGVV's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
IUVF.LiShares Edge MSCI USA Value Factor UCITS5.35
QDVI.DEiShares Edge MSCI USA Value Factor UCITS ETF5.12
XDIV.TOiShares Core MSCI Canadian Quality Dividend Index ETF4.75
XVLU.TOiShares MSCI USA Value Factor Index ETF4.74
IUVL.LiShares Edge MSCI USA Value Factor UCITS ETF USD (Acc)4.72
IUVD.LiShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)4.72
VLUEiShares MSCI USA Value Factor ETF4.31
UVAL.LSPDR MSCI USA Value Weighted UCITS ETF4.17
ZVU.TOBMO MSCI USA Value ETF3.94
ZPRU.DESPDR MSCI USA Value Weighted UCITS ETF3.85
CGVVCapital Group U.S. Large Value ETF—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows CGVV's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when CGVV consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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