CGDG vs. PLTR
CGDG (Capital Group Dividend Growers ETF) is Global Equities fund actively managed by Capital Group, while PLTR (Palantir Technologies Inc.) is a stock. Over the past year, CGDG returned 14.02% vs 6.85% for PLTR. At a 0.38 correlation, their price movements are largely independent.
Performance
CGDG vs. PLTR - Performance Comparison
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Returns By Period
In the year-to-date period, CGDG achieves a 4.06% return, which is significantly higher than PLTR's -23.22% return.
CGDG
- 1D
- -0.11%
- 1M
- -0.38%
- YTD
- 4.06%
- 6M
- 5.30%
- 1Y
- 14.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTR
- 1D
- 0.69%
- 1M
- -0.97%
- YTD
- -23.22%
- 6M
- -24.81%
- 1Y
- 6.85%
- 3Y*
- 108.67%
- 5Y*
- 41.37%
- 10Y*
- —
CGDG vs. PLTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CGDG Capital Group Dividend Growers ETF | 4.06% | 22.74% | 11.52% | 9.54% |
PLTR Palantir Technologies Inc. | -23.22% | 135.03% | 340.48% | 8.88% |
Correlation
The correlation between CGDG and PLTR is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2023 | 0.38 |
The correlation between CGDG and PLTR shifts across timeframes, from 0.22 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CGDG vs. PLTR — Risk / Return Rank
CGDG
PLTR
CGDG vs. PLTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) and Palantir Technologies Inc. (PLTR). 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.
| CGDG | PLTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.18 | ||
| Sortino ratioReturn per unit of downside risk | +1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.07 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 0.18 | +1.64 |
| Martin ratioReturn relative to average drawdown | 7.01 | 0.33 | +6.68 |
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
| CGDG | PLTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.14 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.49 | 0.86 | +0.63 |
Drawdowns
CGDG vs. PLTR - Drawdown Comparison
The maximum CGDG drawdown since its inception was -10.52%, smaller than the maximum PLTR drawdown of -84.62%. Use the drawdown chart below to compare losses from any high point for CGDG and PLTR.
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Drawdown Indicators
| CGDG | PLTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.52% | -84.62% | +74.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.72% | -38.19% | +30.47% |
Max Drawdown (3Y)Largest decline over 3 years | — | -40.61% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -79.14% | — |
Current DrawdownCurrent decline from peak | -2.28% | -34.13% | +31.85% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -40.29% | +38.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 20.71% | -18.71% |
Volatility
CGDG vs. PLTR - Volatility Comparison
The current volatility for Capital Group Dividend Growers ETF (CGDG) is 2.82%, while Palantir Technologies Inc. (PLTR) has a volatility of 17.24%. This indicates that CGDG experiences smaller price fluctuations and is considered to be less risky than PLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGDG | PLTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 17.24% | -14.42% |
Volatility (6M)Calculated over the trailing 6-month period | 8.35% | 38.35% | -30.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 50.93% | -40.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.16% | 65.44% | -53.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.16% | 69.81% | -57.65% |
Dividends
CGDG vs. PLTR - Dividend Comparison
CGDG's dividend yield for the trailing twelve months is around 1.90%, while PLTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CGDG Capital Group Dividend Growers ETF | 1.90% | 1.95% | 2.15% | 0.39% |
PLTR Palantir Technologies Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CGDG and PLTR have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTR has higher volatility (17.24%) compared to CGDG (2.82%). In terms of maximum drawdown, CGDG dropped -10.52% vs PLTR's -84.62%.
CGDG currently has the higher Sharpe Ratio (1.31 vs 0.14), 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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