CGDV vs. ACHR
CGDV (Capital Group Dividend Value ETF) is Large Cap Value Equities fund actively managed by Capital Group, while ACHR (Archer Aviation Inc.) is a stock. Over the past 3 years, CGDV returned 24.27%/yr vs 20.81%/yr for ACHR. At a 0.44 correlation, their price movements are largely independent.
Performance
CGDV vs. ACHR - Performance Comparison
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Returns By Period
In the year-to-date period, CGDV achieves a 10.15% return, which is significantly higher than ACHR's -23.80% return.
CGDV
- 1D
- 0.13%
- 1M
- 1.46%
- YTD
- 10.15%
- 6M
- 10.88%
- 1Y
- 27.58%
- 3Y*
- 24.27%
- 5Y*
- —
- 10Y*
- —
ACHR
- 1D
- 3.43%
- 1M
- -11.57%
- YTD
- -23.80%
- 6M
- -33.45%
- 1Y
- -43.77%
- 3Y*
- 20.81%
- 5Y*
- -10.82%
- 10Y*
- —
CGDV vs. ACHR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 10.15% | 25.50% | 20.10% | 28.81% | -2.89% |
ACHR Archer Aviation Inc. | -23.80% | -22.87% | 58.79% | 228.34% | -39.48% |
Correlation
The correlation between CGDV and ACHR is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.44 |
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Return for Risk
CGDV vs. ACHR — Risk / Return Rank
CGDV
ACHR
CGDV vs. ACHR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Value ETF (CGDV) and Archer Aviation Inc. (ACHR). 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.
| CGDV | ACHR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.96 | ||
| Sortino ratioReturn per unit of downside risk | +3.84 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 0.93 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 2.84 | -0.69 | +3.53 |
| Martin ratioReturn relative to average drawdown | 13.37 | -1.08 | +14.46 |
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
| CGDV | ACHR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.34 | -0.62 | +2.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.13 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.21 | -0.12 | +1.32 |
Drawdowns
CGDV vs. ACHR - Drawdown Comparison
The maximum CGDV drawdown since its inception was -21.82%, smaller than the maximum ACHR drawdown of -90.49%. Use the drawdown chart below to compare losses from any high point for CGDV and ACHR.
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Drawdown Indicators
| CGDV | ACHR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.82% | -90.49% | +68.67% |
Max Drawdown (1Y)Largest decline over 1 year | -9.75% | -63.78% | +54.03% |
Max Drawdown (3Y)Largest decline over 3 years | -14.28% | -63.78% | +49.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -84.00% | — |
Current DrawdownCurrent decline from peak | -2.22% | -66.57% | +64.35% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -62.50% | +58.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 40.38% | -38.31% |
Volatility
CGDV vs. ACHR - Volatility Comparison
The current volatility for Capital Group Dividend Value ETF (CGDV) is 3.60%, while Archer Aviation Inc. (ACHR) has a volatility of 19.42%. This indicates that CGDV experiences smaller price fluctuations and is considered to be less risky than ACHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGDV | ACHR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 19.42% | -15.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 43.60% | -34.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.85% | 71.28% | -59.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 84.22% | -68.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.51% | 82.17% | -66.66% |
Dividends
CGDV vs. ACHR - Dividend Comparison
CGDV's dividend yield for the trailing twelve months is around 1.19%, while ACHR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
ACHR Archer Aviation Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CGDV Capital Group Dividend Value ETF | 1.19% | 1.29% | 1.60% | 1.65% | 1.36% |
Frequently Asked Questions
CGDV and ACHR have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACHR has higher volatility (19.42%) compared to CGDV (3.60%). In terms of maximum drawdown, CGDV dropped -21.82% vs ACHR's -90.49%.
CGDV currently has the higher Sharpe Ratio (2.34 vs -0.62), 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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