BIDD vs. CGIC

Last updated Jun 23, 2026

BIDD (iShares International Dividend Active ETF) and CGIC (Capital Group International Core Equity ETF) are both Foreign Large Cap Equities funds. Both are actively managed. Over the past year, BIDD returned 25.22% vs 32.77% for CGIC. Their correlation of 0.92 suggests significant overlap in exposure. BIDD charges 0.59%/yr vs 0.54%/yr for CGIC.

Performance

BIDD vs. CGIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares International Dividend Active ETF (BIDD) and Capital Group International Core Equity ETF (CGIC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BIDD achieves a 13.11% return, which is significantly lower than CGIC's 14.23% return.

BIDD

• 1D: 0.10%
• 1M: 3.75%
• YTD: 13.11%
• 6M: 14.10%
• 1Y: 25.22%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CGIC

• 1D: 0.16%
• 1M: 2.86%
• YTD: 14.23%
• 6M: 14.65%
• 1Y: 32.77%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BIDD vs. CGIC - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BIDD iShares International Dividend Active ETF	13.11%	20.17%	-1.39%
CGIC Capital Group International Core Equity ETF	14.23%	37.53%	-0.93%

Correlation

The correlation between BIDD and CGIC is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.94
Correlation (All Time) Calculated using the full available price history since Nov 18, 2024	0.92

The correlation between BIDD and CGIC has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.

BIDD vs. CGIC - Sectors Allocation Comparison

Sectors	BIDD	CGIC
Financial Services	24.9%	20.2%
Technology	24.8%	16.7%
Industrials	16.0%	13.9%
Communication Services	6.9%	7.3%
Consumer Cyclical	6.1%	7.4%
Basic Materials	5.9%	8.8%
Healthcare	5.6%	5.6%
Energy	4.5%	6.2%
Consumer Defensive	2.2%	8.1%
Real Estate	-	1.8%
Utilities	-	4.1%

Return for Risk

BIDD vs. CGIC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIDD

BIDD Risk / Return Rank: 46
BIDD Sharpe Ratio Rank: 47
BIDD Sortino Ratio Rank: 47
BIDD Omega Ratio Rank: 46
BIDD Calmar Ratio Rank: 43
BIDD Martin Ratio Rank: 47

CGIC

CGIC Risk / Return Rank: 63
CGIC Sharpe Ratio Rank: 65
CGIC Sortino Ratio Rank: 62
CGIC Omega Ratio Rank: 65
CGIC Calmar Ratio Rank: 61
CGIC Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BIDD vs. CGIC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares International Dividend Active ETF (BIDD) and Capital Group International Core Equity ETF (CGIC). 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.

	BIDD	CGIC	Difference
Sharpe ratio: Return per unit of total volatility	1.58	2.07	-0.49
Sortino ratio: Return per unit of downside risk	2.25	2.81	-0.56
Omega ratio: Gain probability vs. loss probability	1.29	1.37	-0.09
Calmar ratio: Return relative to maximum drawdown	2.06	2.91	-0.86
Martin ratio: Return relative to average drawdown	7.61	11.09	-3.48

BIDD vs. CGIC - Sharpe Ratio Comparison

The current BIDD Sharpe Ratio is 1.58, which is comparable to the CGIC Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of BIDD and CGIC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BIDD vs. CGIC - Drawdown Comparison

The maximum BIDD drawdown since its inception was -15.08%, which is greater than CGIC's maximum drawdown of -13.10%. Use the drawdown chart below to compare losses from any high point for BIDD and CGIC.

Drawdown Indicators

	BIDD	CGIC	Difference
Max Drawdown Largest peak-to-trough decline	-15.08%	-13.10%	-1.98%
Max Drawdown (1Y) Largest decline over 1 year	-12.32%	-11.30%	-1.02%
Current Drawdown Current decline from peak	0.00%	-0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-2.24%	-2.51%	+0.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.32%	2.96%	+0.36%

Volatility

BIDD vs. CGIC - Volatility Comparison

iShares International Dividend Active ETF (BIDD) and Capital Group International Core Equity ETF (CGIC) have volatilities of 6.26% and 6.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BIDD	CGIC	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.26%	6.34%	-0.08%
Volatility (6M) Calculated over the trailing 6-month period	13.84%	13.94%	-0.10%
Volatility (1Y) Calculated over the trailing 1-year period	16.07%	15.94%	+0.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.20%	16.45%	+0.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.20%	16.45%	+0.75%

BIDD vs. CGIC - Expense Ratio Comparison

BIDD has a 0.59% expense ratio, which is higher than CGIC's 0.54% expense ratio.

Dividends

BIDD vs. CGIC - Dividend Comparison

BIDD's dividend yield for the trailing twelve months is around 7.54%, more than CGIC's 1.31% yield.

Position	TTM	2025	2024
BIDD iShares International Dividend Active ETF	7.54%	2.74%	0.13%
CGIC Capital Group International Core Equity ETF	1.31%	1.60%	0.68%

Frequently Asked Questions

Can I hold both BIDD and CGIC in my portfolio?

With a correlation of 0.94, BIDD and CGIC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BIDD or CGIC?

CGIC has higher volatility (6.34%) compared to BIDD (6.26%). In terms of maximum drawdown, BIDD dropped -15.08% vs CGIC's -13.10%.

Which ETF is better, BIDD or CGIC?

On 1-year performance, CGIC leads with 32.77% vs 25.22% for BIDD. On fees, CGIC is cheaper at 0.54% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BIDD or CGIC?

Over the 1-year period, CGIC has performed better with a 32.77% return vs 25.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BIDD or CGIC?

CGIC is cheaper with a 0.54% expense ratio, compared with 0.59% for BIDD.

Which ETF pays a higher dividend yield, BIDD or CGIC?

BIDD has the higher dividend yield at 7.54%, compared with 1.31% for CGIC.

What is the main difference between BIDD and CGIC?

They also come from different issuers: iShares and Capital Group. Their fees differ too: 0.59% for BIDD and 0.54% for CGIC.

Which has better risk-adjusted returns?

CGIC currently has the higher Sharpe Ratio (2.07 vs 1.58), 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.