CGDV vs. CGUS

Last updated Apr 2, 2026

Compare and contrast key facts about Capital Group Dividend Value ETF (CGDV) and Capital Group Core Equity ETF (CGUS).

CGDV and CGUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGDV is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. CGUS is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.

Performance

CGDV vs. CGUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Dividend Value ETF (CGDV) and Capital Group Core Equity ETF (CGUS). The values are adjusted to include any dividend payments, if applicable.

CGDV vs. CGUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CGDV Capital Group Dividend Value ETF	-1.69%	25.50%	20.10%	28.81%	-2.89%
CGUS Capital Group Core Equity ETF	-3.62%	16.21%	24.89%	27.72%	-7.94%

Returns By Period

In the year-to-date period, CGDV achieves a -1.69% return, which is significantly higher than CGUS's -3.62% return.

CGDV

• 1D: 0.59%
• 1M: -5.91%
• YTD: -1.69%
• 6M: 1.90%
• 1Y: 21.40%
• 3Y*: 21.61%
• 5Y*: —
• 10Y*: —

CGUS

• 1D: 0.68%
• 1M: -4.90%
• YTD: -3.62%
• 6M: -2.23%
• 1Y: 16.58%
• 3Y*: 19.07%
• 5Y*: —
• 10Y*: —

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

CGDV vs. CGUS - Expense Ratio Comparison

Both CGDV and CGUS have an expense ratio of 0.33%.

CGDV

Capital Group Dividend Value ETF

CGUS

Capital Group Core Equity ETF

Return for Risk

CGDV vs. CGUS — Risk / Return Rank

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

CGDV

CGDV Risk / Return Rank: 73
CGDV Sharpe Ratio Rank: 70
CGDV Sortino Ratio Rank: 72
CGDV Omega Ratio Rank: 74
CGDV Calmar Ratio Rank: 74
CGDV Martin Ratio Rank: 76

CGUS

CGUS Risk / Return Rank: 54
CGUS Sharpe Ratio Rank: 49
CGUS Sortino Ratio Rank: 51
CGUS Omega Ratio Rank: 54
CGUS Calmar Ratio Rank: 57
CGUS Martin Ratio Rank: 62

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.

CGDV vs. CGUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Value ETF (CGDV) and Capital Group Core Equity ETF (CGUS). 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	CGUS	Difference
Sharpe ratio Return per unit of total volatility	1.28	0.93	+0.35
Sortino ratio Return per unit of downside risk	1.86	1.42	+0.44
Omega ratio Gain probability vs. loss probability	1.29	1.21	+0.08
Calmar ratio Return relative to maximum drawdown	1.99	1.53	+0.46
Martin ratio Return relative to average drawdown	8.44	6.47	+1.97
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CGDV vs. CGUS - Sharpe Ratio Comparison

The current CGDV Sharpe Ratio is 1.28, which is higher than the CGUS Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of CGDV and CGUS, 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

	CGDV	CGUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.28	0.93	+0.35
Sharpe Ratio (All Time) Calculated using the full available price history	1.05	0.78	+0.26

Correlation

The correlation between CGDV and CGUS is 0.95, 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

CGDV vs. CGUS - Dividend Comparison

CGDV's dividend yield for the trailing twelve months is around 1.33%, more than CGUS's 0.99% yield.

	TTM	2025	2024	2023	2022
CGDV Capital Group Dividend Value ETF	1.33%	1.29%	1.60%	1.65%	1.36%
CGUS Capital Group Core Equity ETF	0.99%	0.95%	1.02%	1.22%	1.10%

Drawdowns

CGDV vs. CGUS - Drawdown Comparison

The maximum CGDV drawdown since its inception was -21.82%, roughly equal to the maximum CGUS drawdown of -21.86%. Use the drawdown chart below to compare losses from any high point for CGDV and CGUS.

Drawdown Indicators

	CGDV	CGUS	Difference
Max Drawdown Largest peak-to-trough decline	-21.82%	-21.86%	+0.04%
Max Drawdown (1Y) Largest decline over 1 year	-10.91%	-11.11%	+0.20%
Current Drawdown Current decline from peak	-6.61%	-6.10%	-0.51%
Average Drawdown Average peak-to-trough decline	-3.72%	-4.81%	+1.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.57%	2.62%	-0.05%

Volatility

CGDV vs. CGUS - Volatility Comparison

Capital Group Dividend Value ETF (CGDV) and Capital Group Core Equity ETF (CGUS) have volatilities of 5.55% and 5.83%, 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

	CGDV	CGUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.55%	5.83%	-0.28%
Volatility (6M) Calculated over the trailing 6-month period	9.27%	9.94%	-0.67%
Volatility (1Y) Calculated over the trailing 1-year period	16.76%	17.89%	-1.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.61%	16.55%	-0.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.61%	16.55%	-0.94%