CGCP vs. BSV
Compare and contrast key facts about Capital Group Core Plus Income ETF (CGCP) and Vanguard Short-Term Bond ETF (BSV).
CGCP and BSV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGCP is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGCP or BSV.
Performance
CGCP vs. BSV - Performance Comparison
Returns By Period
In the year-to-date period, CGCP achieves a 2.93% return, which is significantly lower than BSV's 3.22% return.
CGCP
2.93%
-0.56%
3.38%
7.92%
N/A
N/A
BSV
3.22%
-0.33%
3.13%
5.53%
1.22%
1.55%
Key characteristics
| CGCP | BSV | |
|---|---|---|
| Sharpe Ratio | 1.37 | 2.13 |
| Sortino Ratio | 2.03 | 3.27 |
| Omega Ratio | 1.25 | 1.41 |
| Calmar Ratio | 0.85 | 1.30 |
| Martin Ratio | 4.62 | 8.63 |
| Ulcer Index | 1.67% | 0.63% |
| Daily Std Dev | 5.65% | 2.55% |
| Max Drawdown | -15.07% | -8.54% |
| Current Drawdown | -3.12% | -1.39% |
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CGCP vs. BSV - Expense Ratio Comparison
CGCP has a 0.34% expense ratio, which is higher than BSV's 0.04% expense ratio.
Correlation
The correlation between CGCP and BSV is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
CGCP vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Plus Income ETF (CGCP) and Vanguard Short-Term Bond ETF (BSV). 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.
Dividends
CGCP vs. BSV - Dividend Comparison
CGCP's dividend yield for the trailing twelve months is around 5.21%, more than BSV's 3.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGCP Capital Group Core Plus Income ETF | 5.21% | 4.98% | 2.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSV Vanguard Short-Term Bond ETF | 3.26% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% | 1.48% |
Drawdowns
CGCP vs. BSV - Drawdown Comparison
The maximum CGCP drawdown since its inception was -15.07%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for CGCP and BSV. For additional features, visit the drawdowns tool.
Volatility
CGCP vs. BSV - Volatility Comparison
Capital Group Core Plus Income ETF (CGCP) has a higher volatility of 1.26% compared to Vanguard Short-Term Bond ETF (BSV) at 0.54%. This indicates that CGCP's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.