CGCV vs. CDC
Compare and contrast key facts about Capital Group Conservative Equity ETF (CGCV) and VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC).
CGCV and CDC 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. CDC is a passively managed fund by Crestview that tracks the performance of the Nasdaq Victory U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index. It was launched on Jul 2, 2014.
Performance
CGCV vs. CDC - Performance Comparison
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CGCV vs. CDC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CGCV Capital Group Conservative Equity ETF | -1.79% | 16.62% | 7.44% |
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 9.03% | 8.96% | 9.17% |
Returns By Period
In the year-to-date period, CGCV achieves a -1.79% return, which is significantly lower than CDC's 9.03% return.
CGCV
- 1D
- 1.96%
- 1M
- -6.13%
- YTD
- -1.79%
- 6M
- -0.10%
- 1Y
- 11.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CDC
- 1D
- 0.77%
- 1M
- -2.88%
- YTD
- 9.03%
- 6M
- 8.89%
- 1Y
- 12.52%
- 3Y*
- 9.63%
- 5Y*
- 6.27%
- 10Y*
- 10.00%
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CGCV vs. CDC - Expense Ratio Comparison
CGCV has a 0.33% expense ratio, which is lower than CDC's 0.37% expense ratio.
Return for Risk
CGCV vs. CDC — Risk / Return Rank
CGCV
CDC
CGCV vs. CDC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Conservative Equity ETF (CGCV) and VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC). 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 | CDC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.93 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.33 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.23 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.22 | 4.90 | +0.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CGCV | CDC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.93 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.50 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.74 | +0.24 |
Correlation
The correlation between CGCV and CDC is 0.71, 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. CDC - Dividend Comparison
CGCV's dividend yield for the trailing twelve months is around 1.57%, less than CDC's 3.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGCV Capital Group Conservative Equity ETF | 1.57% | 1.44% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 3.19% | 3.36% | 3.32% | 4.24% | 3.48% | 2.65% | 2.48% | 3.04% | 3.37% | 2.81% | 2.99% | 3.17% |
Drawdowns
CGCV vs. CDC - Drawdown Comparison
The maximum CGCV drawdown since its inception was -13.13%, smaller than the maximum CDC drawdown of -21.37%. Use the drawdown chart below to compare losses from any high point for CGCV and CDC.
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Drawdown Indicators
| CGCV | CDC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.13% | -21.37% | +8.24% |
Max Drawdown (1Y)Largest decline over 1 year | -10.34% | -11.27% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.37% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.37% | — |
Current DrawdownCurrent decline from peak | -6.13% | -3.07% | -3.06% |
Average DrawdownAverage peak-to-trough decline | -1.68% | -5.14% | +3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.84% | -0.43% |
Volatility
CGCV vs. CDC - Volatility Comparison
Capital Group Conservative Equity ETF (CGCV) has a higher volatility of 4.19% compared to VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) at 2.97%. This indicates that CGCV's price experiences larger fluctuations and is considered to be riskier than CDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGCV | CDC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 2.97% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.67% | 7.03% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.31% | 13.63% | +0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 12.56% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.89% | 13.22% | -0.33% |