CGUI vs. BUXX

Last updated Jun 4, 2026

CGUI (Capital Group Ultra Short Income ETF) and BUXX (Strive Enhanced Income Short Maturity ETF) are both Ultrashort Bond funds. Both are actively managed. Over the past year, CGUI returned 4.42% vs 4.41% for BUXX. At a 0.23 correlation, their price movements are largely independent. CGUI charges 0.18%/yr vs 0.26%/yr for BUXX.

Performance

CGUI vs. BUXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Ultra Short Income ETF (CGUI) and Strive Enhanced Income Short Maturity ETF (BUXX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CGUI achieves a 1.50% return, which is significantly lower than BUXX's 1.61% return.

CGUI

• 1D: -0.04%
• 1M: 0.29%
• YTD: 1.50%
• 6M: 1.84%
• 1Y: 4.42%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BUXX

• 1D: 0.05%
• 1M: 0.41%
• YTD: 1.61%
• 6M: 1.99%
• 1Y: 4.41%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CGUI vs. BUXX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CGUI Capital Group Ultra Short Income ETF	1.50%	4.99%	3.03%
BUXX Strive Enhanced Income Short Maturity ETF	1.61%	4.84%	3.15%

Correlation

The correlation between CGUI and BUXX is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.13
Correlation (All Time) Calculated using the full available price history since Jun 28, 2024	0.23

The correlation between CGUI and BUXX shifts across timeframes, from 0.13 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CGUI vs. BUXX — Risk / Return Rank

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

CGUI

CGUI Risk / Return Rank: 99
CGUI Sharpe Ratio Rank: 98
CGUI Sortino Ratio Rank: 99
CGUI Omega Ratio Rank: 99
CGUI Calmar Ratio Rank: 99
CGUI Martin Ratio Rank: 99

BUXX

BUXX Risk / Return Rank: 97
BUXX Sharpe Ratio Rank: 94
BUXX Sortino Ratio Rank: 97
BUXX Omega Ratio Rank: 97
BUXX Calmar Ratio Rank: 98
BUXX Martin Ratio Rank: 98

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.

CGUI vs. BUXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Ultra Short Income ETF (CGUI) and Strive Enhanced Income Short Maturity ETF (BUXX). 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.

	CGUI	BUXX	Difference
Sharpe ratio: Return per unit of total volatility	5.99	3.63	+2.36
Sortino ratio: Return per unit of downside risk	10.92	6.15	+4.77
Omega ratio: Gain probability vs. loss probability	2.66	1.87	+0.79
Calmar ratio: Return relative to maximum drawdown	24.99	15.02	+9.97
Martin ratio: Return relative to average drawdown	105.06	61.60	+43.46
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CGUI vs. BUXX - Sharpe Ratio Comparison

The current CGUI Sharpe Ratio is 5.99, which is higher than the BUXX Sharpe Ratio of 3.63. The chart below compares the historical Sharpe Ratios of CGUI and BUXX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CGUI	BUXX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	5.99	3.63	+2.36
Sharpe Ratio (All Time) Calculated using the full available price history	6.20	3.82	+2.38

Drawdowns

CGUI vs. BUXX - Drawdown Comparison

The maximum CGUI drawdown since its inception was -0.18%, smaller than the maximum BUXX drawdown of -0.60%. Use the drawdown chart below to compare losses from any high point for CGUI and BUXX.

Drawdown Indicators

	CGUI	BUXX	Difference
Max Drawdown Largest peak-to-trough decline	-0.18%	-0.60%	+0.42%
Max Drawdown (1Y) Largest decline over 1 year	-0.18%	-0.29%	+0.11%
Current Drawdown Current decline from peak	-0.04%	0.00%	-0.04%
Average Drawdown Average peak-to-trough decline	-0.02%	-0.05%	+0.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.04%	0.07%	-0.03%

Volatility

CGUI vs. BUXX - Volatility Comparison

Capital Group Ultra Short Income ETF (CGUI) and Strive Enhanced Income Short Maturity ETF (BUXX) have volatilities of 0.30% and 0.30%, 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

	CGUI	BUXX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.30%	0.30%	0.00%
Volatility (6M) Calculated over the trailing 6-month period	0.56%	0.78%	-0.22%
Volatility (1Y) Calculated over the trailing 1-year period	0.74%	1.22%	-0.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.80%	1.46%	-0.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.80%	1.46%	-0.66%

CGUI vs. BUXX - Expense Ratio Comparison

CGUI has a 0.18% expense ratio, which is lower than BUXX's 0.26% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

CGUI vs. BUXX - Dividend Comparison

CGUI's dividend yield for the trailing twelve months is around 3.89%, less than BUXX's 4.73% yield.

Position	TTM	2025	2024	2023
BUXX Strive Enhanced Income Short Maturity ETF	4.73%	4.95%	5.55%	1.92%
CGUI Capital Group Ultra Short Income ETF	3.89%	4.17%	2.62%	0.00%

Frequently Asked Questions

Can I hold both CGUI and BUXX in my portfolio?

CGUI and BUXX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CGUI or BUXX?

BUXX has higher volatility (0.30%) compared to CGUI (0.30%). In terms of maximum drawdown, CGUI dropped -0.18% vs BUXX's -0.60%.

Which ETF is better, CGUI or BUXX?

On 1-year performance, CGUI leads with 4.42% vs 4.41% for BUXX. On fees, CGUI is cheaper at 0.18% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CGUI or BUXX?

Over the 1-year period, CGUI has performed better with a 4.42% return vs 4.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CGUI or BUXX?

CGUI is cheaper with a 0.18% expense ratio, compared with 0.26% for BUXX.

Which ETF pays a higher dividend yield, CGUI or BUXX?

BUXX has the higher dividend yield at 4.73%, compared with 3.89% for CGUI.

What is the main difference between CGUI and BUXX?

They also come from different issuers: Capital Group and Strive. Their fees differ too: 0.18% for CGUI and 0.26% for BUXX.

Which has better risk-adjusted returns?

CGUI currently has the higher Sharpe Ratio (5.99 vs 3.63), 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.