AVD vs. CGDV
AVD (American Vanguard Corporation) is a stock, while CGDV (Capital Group Dividend Value ETF) is Large Cap Value Equities fund actively managed by Capital Group. Over the past 3 years, AVD returned -47.83%/yr vs 23.86%/yr for CGDV. Their 0.36 correlation means their historical movements had little consistent relationship.
Performance
AVD vs. CGDV - Performance Comparison
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Returns By Period
In the year-to-date period, AVD achieves a -35.60% return, which is significantly lower than CGDV's 15.82% return.
AVD
- 1D
- 2.93%
- 1M
- -22.15%
- 6M
- -51.57%
- YTD
- -35.60%
- 1Y
- -41.57%
- 3Y*
- -47.83%
- 5Y*
- -30.41%
- 10Y*
- -17.32%
- ALL TIME*
- 3.10%
CGDV
- 1D
- 1.45%
- 1M
- 2.68%
- 6M
- 12.47%
- YTD
- 15.82%
- 1Y
- 26.98%
- 3Y*
- 23.86%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 19.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $430.39K | $450.65K | $935.27K | |
| $196.47M | $192.49M | $185.79M |
AVD vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVD American Vanguard Corporation | -35.60% | -17.49% | -57.55% | -49.05% | 53.88% |
CGDV Capital Group Dividend Value ETF | 15.82% | 25.50% | 20.10% | 28.81% | -0.44% |
Correlation
The correlation between AVD and CGDV is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.36 |
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Return for Risk
AVD vs. CGDV — Risk / Return Rank
AVD
CGDV
AVD vs. CGDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Vanguard Corporation (AVD) and Capital Group Dividend Value ETF (CGDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVD | CGDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.79 | ||
| Sortino ratioReturn per unit of downside risk | -3.67 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.40 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.65 | 2.78 | -3.43 |
| Martin ratioReturn relative to average drawdown | -1.14 | 12.97 | -14.12 |
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Drawdowns
AVD vs. CGDV - Drawdown Comparison
The maximum AVD drawdown since its inception was -94.00%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for AVD and CGDV.
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Drawdown Indicators
| AVD | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.00% | -21.82% | -72.18% |
Max Drawdown (1Y)Largest decline over 1 year | -64.54% | -9.75% | -54.79% |
Max Drawdown (3Y)Largest decline over 3 years | -88.11% | -14.28% | -73.83% |
Max Drawdown (5Y)Largest decline over 5 years | -91.90% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -91.90% | — | — |
Current DrawdownCurrent decline from peak | -92.84% | 0.00% | -92.84% |
Average DrawdownAverage peak-to-trough decline | -42.22% | -3.52% | -38.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.41% | 2.08% | +34.33% |
Volatility
AVD vs. CGDV - Volatility Comparison
American Vanguard Corporation (AVD) has a higher volatility of 18.54% compared to Capital Group Dividend Value ETF (CGDV) at 3.54%. This indicates that AVD's price experiences larger fluctuations and is considered to be riskier than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVD | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.54% | 3.54% | +15.00% |
Volatility (6M)Calculated over the trailing 6-month period | 55.53% | 10.15% | +45.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.49% | 12.57% | +53.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.52% | 15.49% | +40.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.75% | 15.49% | +33.26% |
Dividends
AVD vs. CGDV - Dividend Comparison
AVD has not paid dividends to shareholders, while CGDV's dividend yield for the trailing twelve months is around 1.17%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVD American Vanguard Corporation | 0.00% | 0.00% | 1.30% | 1.09% | 0.48% | 0.49% | 0.26% | 0.41% | 0.53% | 0.31% | 0.16% | 0.14% |
CGDV Capital Group Dividend Value ETF | 1.17% | 1.29% | 1.60% | 1.65% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVD and CGDV have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVD has higher volatility (18.54%) compared to CGDV (3.54%). In terms of maximum drawdown, AVD dropped -94.00% vs CGDV's -21.82%.
CGDV currently has the higher Sharpe Ratio (2.16 vs -0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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