CGDV vs. SOUN
CGDV (Capital Group Dividend Value ETF) is Large Cap Value Equities fund actively managed by Capital Group, while SOUN (SoundHound AI, Inc.) is a stock. Over the past 3 years, CGDV returned 24.27%/yr vs 35.66%/yr for SOUN. At a 0.33 correlation, their price movements are largely independent.
Performance
CGDV vs. SOUN - 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 SOUN's -24.87% return.
CGDV
- 1D
- 0.13%
- 1M
- 1.46%
- YTD
- 10.15%
- 6M
- 10.88%
- 1Y
- 27.58%
- 3Y*
- 24.27%
- 5Y*
- —
- 10Y*
- —
SOUN
- 1D
- 1.35%
- 1M
- -15.65%
- YTD
- -24.87%
- 6M
- -40.93%
- 1Y
- -25.91%
- 3Y*
- 35.66%
- 5Y*
- —
- 10Y*
- —
CGDV vs. SOUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 10.15% | 25.50% | 20.10% | 28.81% | -3.17% |
SOUN SoundHound AI, Inc. | -24.87% | -49.75% | 835.85% | 19.77% | -76.40% |
Correlation
The correlation between CGDV and SOUN is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2022 | 0.33 |
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Return for Risk
CGDV vs. SOUN — Risk / Return Rank
CGDV
SOUN
CGDV vs. SOUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Value ETF (CGDV) and SoundHound AI, Inc. (SOUN). 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 | SOUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.67 | ||
| Sortino ratioReturn per unit of downside risk | +3.17 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.00 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 2.84 | -0.36 | +3.20 |
| Martin ratioReturn relative to average drawdown | 13.37 | -0.58 | +13.96 |
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 | SOUN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.34 | -0.32 | +2.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.21 | -0.00 | +1.21 |
Drawdowns
CGDV vs. SOUN - Drawdown Comparison
The maximum CGDV drawdown since its inception was -21.82%, smaller than the maximum SOUN drawdown of -93.55%. Use the drawdown chart below to compare losses from any high point for CGDV and SOUN.
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Drawdown Indicators
| CGDV | SOUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.82% | -93.55% | +71.73% |
Max Drawdown (1Y)Largest decline over 1 year | -9.75% | -72.43% | +62.68% |
Max Drawdown (3Y)Largest decline over 3 years | -14.28% | -75.65% | +61.37% |
Current DrawdownCurrent decline from peak | -2.22% | -69.09% | +66.87% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -66.95% | +63.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 44.50% | -42.43% |
Volatility
CGDV vs. SOUN - Volatility Comparison
The current volatility for Capital Group Dividend Value ETF (CGDV) is 3.60%, while SoundHound AI, Inc. (SOUN) has a volatility of 19.06%. This indicates that CGDV experiences smaller price fluctuations and is considered to be less risky than SOUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGDV | SOUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 19.06% | -15.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 51.57% | -42.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.85% | 80.46% | -68.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 136.34% | -120.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.51% | 136.34% | -120.83% |
Dividends
CGDV vs. SOUN - Dividend Comparison
CGDV's dividend yield for the trailing twelve months is around 1.19%, while SOUN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 1.19% | 1.29% | 1.60% | 1.65% | 1.36% |
SOUN SoundHound AI, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CGDV and SOUN have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOUN has higher volatility (19.06%) compared to CGDV (3.60%). In terms of maximum drawdown, CGDV dropped -21.82% vs SOUN's -93.55%.
CGDV currently has the higher Sharpe Ratio (2.34 vs -0.32), 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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