BBAI vs. CGDG
BBAI (BigBear.ai Holdings, Inc.) is a stock, while CGDG (Capital Group Dividend Growers ETF) is Global Equities fund actively managed by Capital Group. Over the past year, BBAI returned 4.96% vs 15.36% for CGDG. At a 0.37 correlation, their price movements are largely independent.
Performance
BBAI vs. CGDG - Performance Comparison
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Returns By Period
In the year-to-date period, BBAI achieves a -25.56% return, which is significantly lower than CGDG's 6.59% return.
BBAI
- 1D
- -2.90%
- 1M
- -4.51%
- YTD
- -25.56%
- 6M
- -36.99%
- 1Y
- 4.96%
- 3Y*
- 20.46%
- 5Y*
- —
- 10Y*
- —
CGDG
- 1D
- 0.77%
- 1M
- 1.37%
- YTD
- 6.59%
- 6M
- 7.53%
- 1Y
- 15.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBAI vs. CGDG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBAI BigBear.ai Holdings, Inc. | -25.56% | 21.35% | 107.94% | 45.58% |
CGDG Capital Group Dividend Growers ETF | 6.59% | 22.74% | 11.52% | 10.17% |
Correlation
The correlation between BBAI and CGDG is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2023 | 0.37 |
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Return for Risk
BBAI vs. CGDG — Risk / Return Rank
BBAI
CGDG
BBAI vs. CGDG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BigBear.ai Holdings, Inc. (BBAI) and Capital Group Dividend Growers ETF (CGDG). 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.
| BBAI | CGDG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.37 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.25 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.08 | 2.00 | -1.92 |
| Martin ratioReturn relative to average drawdown | 0.13 | 7.69 | -7.56 |
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Drawdowns
BBAI vs. CGDG - Drawdown Comparison
The maximum BBAI drawdown since its inception was -95.01%, which is greater than CGDG's maximum drawdown of -10.52%. Use the drawdown chart below to compare losses from any high point for BBAI and CGDG.
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Drawdown Indicators
| BBAI | CGDG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.01% | -10.52% | -84.49% |
Max Drawdown (1Y)Largest decline over 1 year | -65.88% | -7.72% | -58.16% |
Max Drawdown (3Y)Largest decline over 3 years | -75.56% | — | — |
Current DrawdownCurrent decline from peak | -68.32% | 0.00% | -68.32% |
Average DrawdownAverage peak-to-trough decline | -70.80% | -1.32% | -69.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.29% | 2.01% | +37.28% |
Volatility
BBAI vs. CGDG - Volatility Comparison
BigBear.ai Holdings, Inc. (BBAI) has a higher volatility of 25.86% compared to Capital Group Dividend Growers ETF (CGDG) at 3.46%. This indicates that BBAI's price experiences larger fluctuations and is considered to be riskier than CGDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBAI | CGDG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.86% | 3.46% | +22.40% |
Volatility (6M)Calculated over the trailing 6-month period | 56.70% | 8.54% | +48.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 97.19% | 10.88% | +86.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 174.65% | 12.18% | +162.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 174.65% | 12.18% | +162.47% |
Dividends
BBAI vs. CGDG - Dividend Comparison
BBAI has not paid dividends to shareholders, while CGDG's dividend yield for the trailing twelve months is around 1.85%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BBAI BigBear.ai Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
CGDG Capital Group Dividend Growers ETF | 1.85% | 1.95% | 2.15% | 0.39% |
Frequently Asked Questions
BBAI and CGDG have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBAI has higher volatility (25.86%) compared to CGDG (3.46%). In terms of maximum drawdown, BBAI dropped -95.01% vs CGDG's -10.52%.
CGDG currently has the higher Sharpe Ratio (1.42 vs 0.05), 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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