Correlation
The correlation between CGIE and IXUS is 0.70, 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. IXUS
Compare and contrast key facts about Capital Group International Equity ETF (CGIE) and iShares Core MSCI Total International Stock ETF (IXUS).
CGIE and IXUS 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. IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGIE or IXUS.
Performance
CGIE vs. IXUS - Performance Comparison
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Key characteristics
CGIE:
0.65
IXUS:
0.76
CGIE:
0.92
IXUS:
1.05
CGIE:
1.12
IXUS:
1.14
CGIE:
0.72
IXUS:
0.82
CGIE:
1.99
IXUS:
2.63
CGIE:
4.99%
IXUS:
4.30%
CGIE:
17.17%
IXUS:
17.01%
CGIE:
-13.81%
IXUS:
-36.22%
CGIE:
-0.62%
IXUS:
-0.20%
Returns By Period
In the year-to-date period, CGIE achieves a 16.65% return, which is significantly higher than IXUS's 13.79% return.
CGIE
16.65%
5.70%
14.33%
10.32%
N/A
N/A
N/A
IXUS
13.79%
5.66%
11.74%
12.02%
10.26%
11.30%
5.53%
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CGIE vs. IXUS - Expense Ratio Comparison
CGIE has a 0.54% expense ratio, which is higher than IXUS's 0.09% expense ratio.
Risk-Adjusted Performance
CGIE vs. IXUS — Risk-Adjusted Performance Rank
CGIE
IXUS
CGIE vs. IXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group International Equity ETF (CGIE) and iShares Core MSCI Total International Stock ETF (IXUS). 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. IXUS - Dividend Comparison
CGIE's dividend yield for the trailing twelve months is around 1.09%, less than IXUS's 2.92% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
CGIE Capital Group International Equity ETF | 1.09% | 1.28% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IXUS iShares Core MSCI Total International Stock ETF | 2.92% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.40% | 2.58% | 2.81% | 2.95% |
Drawdowns
CGIE vs. IXUS - Drawdown Comparison
The maximum CGIE drawdown since its inception was -13.81%, smaller than the maximum IXUS drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for CGIE and IXUS.
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Volatility
CGIE vs. IXUS - Volatility Comparison
Capital Group International Equity ETF (CGIE) and iShares Core MSCI Total International Stock ETF (IXUS) have volatilities of 2.66% and 2.60%, 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.
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