CGCV vs. BUSA

Last updated Apr 1, 2026

Compare and contrast key facts about Capital Group Conservative Equity ETF (CGCV) and Brandes U.S. Value ETF (BUSA).

CGCV and BUSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGCV is an actively managed fund by Capital Group. It was launched on Jun 25, 2024. BUSA is an actively managed fund by Brandes. It was launched on Oct 3, 2023.

Performance

CGCV vs. BUSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Conservative Equity ETF (CGCV) and Brandes U.S. Value ETF (BUSA). The values are adjusted to include any dividend payments, if applicable.

CGCV vs. BUSA - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CGCV Capital Group Conservative Equity ETF	-1.79%	16.62%	7.44%
BUSA Brandes U.S. Value ETF	1.65%	17.56%	7.24%

Returns By Period

In the year-to-date period, CGCV achieves a -1.79% return, which is significantly lower than BUSA's 1.65% return.

CGCV

• 1D: 1.96%
• 1M: -6.13%
• YTD: -1.79%
• 6M: -0.10%
• 1Y: 11.69%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BUSA

• 1D: 1.87%
• 1M: -5.21%
• YTD: 1.65%
• 6M: 7.01%
• 1Y: 14.72%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CGCV vs. BUSA - Expense Ratio Comparison

CGCV has a 0.33% expense ratio, which is lower than BUSA's 0.60% expense ratio.

BUSA

Brandes U.S. Value ETF

CGCV

Capital Group Conservative Equity ETF

Return for Risk

CGCV vs. BUSA — Risk / Return Rank

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

CGCV

CGCV Risk / Return Rank: 50
CGCV Sharpe Ratio Rank: 47
CGCV Sortino Ratio Rank: 47
CGCV Omega Ratio Rank: 50
CGCV Calmar Ratio Rank: 51
CGCV Martin Ratio Rank: 56

BUSA

BUSA Risk / Return Rank: 52
BUSA Sharpe Ratio Rank: 52
BUSA Sortino Ratio Rank: 50
BUSA Omega Ratio Rank: 51
BUSA Calmar Ratio Rank: 52
BUSA Martin Ratio Rank: 53

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.

CGCV vs. BUSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Conservative Equity ETF (CGCV) and Brandes U.S. Value ETF (BUSA). 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.

	CGCV	BUSA	Difference
Sharpe ratio Return per unit of total volatility	0.82	0.90	-0.08
Sortino ratio Return per unit of downside risk	1.22	1.31	-0.09
Omega ratio Gain probability vs. loss probability	1.18	1.19	-0.01
Calmar ratio Return relative to maximum drawdown	1.22	1.29	-0.07
Martin ratio Return relative to average drawdown	5.22	5.06	+0.16
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CGCV vs. BUSA - Sharpe Ratio Comparison

The current CGCV Sharpe Ratio is 0.82, which is comparable to the BUSA Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of CGCV and BUSA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CGCV	BUSA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.82	0.90	-0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.98	1.36	-0.38

Correlation

The correlation between CGCV and BUSA is 0.83, 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.

Dividends

CGCV vs. BUSA - Dividend Comparison

CGCV's dividend yield for the trailing twelve months is around 1.57%, more than BUSA's 1.55% yield.

	TTM	2025	2024	2023
CGCV Capital Group Conservative Equity ETF	1.57%	1.44%	0.68%	0.00%
BUSA Brandes U.S. Value ETF	1.55%	1.53%	1.37%	0.22%

Drawdowns

CGCV vs. BUSA - Drawdown Comparison

The maximum CGCV drawdown since its inception was -13.13%, smaller than the maximum BUSA drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for CGCV and BUSA.

Drawdown Indicators

	CGCV	BUSA	Difference
Max Drawdown Largest peak-to-trough decline	-13.13%	-14.19%	+1.06%
Max Drawdown (1Y) Largest decline over 1 year	-10.34%	-12.27%	+1.93%
Current Drawdown Current decline from peak	-6.13%	-5.75%	-0.38%
Average Drawdown Average peak-to-trough decline	-1.68%	-2.16%	+0.48%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.41%	3.13%	-0.72%

Volatility

CGCV vs. BUSA - Volatility Comparison

Capital Group Conservative Equity ETF (CGCV) and Brandes U.S. Value ETF (BUSA) have volatilities of 4.19% and 4.14%, 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

	CGCV	BUSA	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.19%	4.14%	+0.05%
Volatility (6M) Calculated over the trailing 6-month period	7.67%	9.05%	-1.38%
Volatility (1Y) Calculated over the trailing 1-year period	14.31%	16.38%	-2.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.89%	13.85%	-0.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.89%	13.85%	-0.96%