Correlation
The correlation between CGIE and CGUS is 0.72, 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.
CGIE vs. CGUS
Compare and contrast key facts about Capital Group International Equity ETF (CGIE) and Capital Group Core Equity ETF (CGUS).
CGIE and CGUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGIE is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. CGUS is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGIE or CGUS.
Performance
CGIE vs. CGUS - Performance Comparison
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Key characteristics
CGIE:
0.65
CGUS:
0.58
CGIE:
0.92
CGUS:
0.84
CGIE:
1.12
CGUS:
1.12
CGIE:
0.72
CGUS:
0.52
CGIE:
1.99
CGUS:
1.92
CGIE:
4.99%
CGUS:
4.89%
CGIE:
17.17%
CGUS:
18.41%
CGIE:
-13.81%
CGUS:
-21.86%
CGIE:
-0.62%
CGUS:
-5.96%
Returns By Period
In the year-to-date period, CGIE achieves a 16.65% return, which is significantly higher than CGUS's -1.52% return.
CGIE
16.65%
5.70%
14.33%
10.32%
N/A
N/A
N/A
CGUS
-1.52%
5.05%
-1.98%
9.81%
16.20%
N/A
N/A
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CGIE vs. CGUS - Expense Ratio Comparison
CGIE has a 0.54% expense ratio, which is higher than CGUS's 0.33% expense ratio.
Risk-Adjusted Performance
CGIE vs. CGUS — Risk-Adjusted Performance Rank
CGIE
CGUS
CGIE vs. CGUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group International Equity ETF (CGIE) 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.
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Dividends
CGIE vs. CGUS - Dividend Comparison
CGIE's dividend yield for the trailing twelve months is around 1.09%, more than CGUS's 1.06% yield.
TTM | 2024 | 2023 | 2022 | |
---|---|---|---|---|
CGIE Capital Group International Equity ETF | 1.09% | 1.28% | 0.19% | 0.00% |
CGUS Capital Group Core Equity ETF | 1.06% | 1.02% | 1.22% | 1.11% |
Drawdowns
CGIE vs. CGUS - Drawdown Comparison
The maximum CGIE drawdown since its inception was -13.81%, smaller than the maximum CGUS drawdown of -21.86%. Use the drawdown chart below to compare losses from any high point for CGIE and CGUS.
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Volatility
CGIE vs. CGUS - Volatility Comparison
The current volatility for Capital Group International Equity ETF (CGIE) is 2.66%, while Capital Group Core Equity ETF (CGUS) has a volatility of 4.41%. This indicates that CGIE experiences smaller price fluctuations and is considered to be less risky than CGUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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